USCB Financial Ownership | Who Owns USCB Financial?
USCB Financial Ownership Summary
USCB Financial is owned by 63.26% institutional investors, 25.09% insiders, and 11.65% retail investors. Patriot financial partners gp, lp is the largest institutional shareholder, holding 22.86% of USCB shares. RMB Mendon Financial Services A is the top mutual fund, with 2.85% of its assets in USCB Financial shares.
USCB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | USCB Financial | 63.26% | 25.09% | 11.65% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.06% | 12.02% | 49.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Patriot financial partners gp, lp | 4.49M | 22.86% | $79.62M |
| Endeavour capital advisors | 1.30M | 6.65% | $23.16M |
| Alliancebernstein | 907.33K | 4.62% | $16.11M |
| Blackrock funding, inc. /de | 821.57K | 4.19% | $14.58M |
| Mendon capital advisors | 674.81K | 3.44% | $11.98M |
| Blackrock | 645.66K | 3.29% | $8.28M |
| Rmb capital management | 570.64K | 2.91% | $10.13M |
| Basswood capital management | 514.46K | 2.62% | $9.13M |
| Vanguard group | 445.71K | 2.27% | $7.91M |
| Pacific ridge capital partners | 383.10K | 1.95% | $6.80M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Patriot financial partners gp, lp | 4.49M | 26.00% | $79.62M |
| Endeavour capital advisors | 1.30M | 7.37% | $23.16M |
| Mendon capital advisors | 674.81K | 5.90% | $11.98M |
| Pacific ridge capital partners | 383.10K | 1.56% | $6.80M |
| Elizabeth park capital advisors | 88.60K | 1.28% | $1.57M |
| Maltese capital management | 305.96K | 0.83% | $5.43M |
| Basswood capital management | 514.46K | 0.53% | $9.13M |
| Elco management | 43.52K | 0.41% | $772.51K |
| Banc funds | 149.23K | 0.29% | $2.65M |
| Salzhauer michael | 29.27K | 0.27% | $519.52K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kennedy capital management | 285.31K | 0.11% | 215.64K |
| Blackrock funding, inc. /de | 821.57K | 0.00% | 101.00K |
| Mendon capital advisors | 674.81K | 5.90% | 46.21K |
| Jpmorgan chase | 51.04K | 0.00% | 31.36K |
| Millennium management | 62.13K | 0.00% | 23.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bessemer group | - | - | -113.60K |
| Endeavour capital advisors | 1.30M | 7.37% | -70.87K |
| Basswood capital management | 514.46K | 0.53% | -35.89K |
| Elizabeth park capital advisors | 88.60K | 1.28% | -30.26K |
| Maltese capital management | 305.96K | 0.83% | -23.96K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Citadel advisors | 22.92K | 0.00% | 22.92K | $294.02K |
| Los angeles capital management | 18.72K | 0.00% | 18.72K | $332.25K |
| Bnp paribas arbitrage, snc | 2.05K | - | 2.05K | $36.37K |
| Federated hermes | 88.00 | - | 88.00 | $1.56K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Advisor group | -18.00 |
| Capital performance advisors llp | -36.00 |
| American group | -5.19K |
| Deutsche bank ag\ | -8.49K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 69 | 2.99% | 12,665,653 | 1.53% | 63 | 1.57% | 25 | -19.35% | 26 | 44.44% |
| Dec 31, 2024 | 56 | -13.85% | 11,857,304 | -2.17% | 60 | 1.58% | 25 | -24.24% | 16 | -5.88% |
| Sep 30, 2024 | 65 | 8.33% | 12,120,770 | 2.65% | 61 | 1.71% | 33 | 3.13% | 17 | - |
| Jun 30, 2024 | 60 | 15.38% | 11,807,673 | 5.20% | 60 | 1.84% | 32 | 68.42% | 17 | -19.05% |
| Mar 31, 2024 | 52 | - | 11,223,968 | -6.36% | 57 | 1.52% | 19 | -36.67% | 21 | 110.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| RMB Mendon Financial Services A | 570.64K | 2.85% | - |
| Vanguard Total Stock Mkt Idx Inv | 487.72K | 2.43% | 4.83K |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 386.61K | 1.97% | -22.70K |
| iShares Russell 2000 ETF | 274.53K | 1.37% | 135.00 |
| Kennedy Bank Sector | 169.52K | 0.85% | 47.99K |
| Vanguard Institutional Extnd Mkt Idx Tr | 166.94K | 0.83% | 1.41K |
| Adara Smaller Companies | 145.37K | 0.73% | - |
| Fidelity Small Cap Index | 103.94K | 0.52% | 2.32K |
| Acuitas US Microcap Strategy | 101.65K | 0.52% | -870.00 |
| iShares Russell 2000 Value ETF | 74.56K | 0.37% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 22, 2025 | DE LA AGUILERA LUIS | President and CEO | Sell | $417.50K |
| May 21, 2025 | DE LA AGUILERA LUIS | President and CEO | Sell | $84.70K |
| Sep 16, 2024 | RODRIGUEZ RAMON A | - | Buy | $87.66K |
| May 29, 2024 | RODRIGUEZ RAMON A | - | Buy | $19.14K |
| May 23, 2024 | Anderson Robert B. | Executive VP and CFO | Buy | $84.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | 10 | - |
USCB Ownership FAQ
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