USCB Financial Ownership | Who Owns USCB Financial?
USCB Financial Ownership Summary
USCB Financial is owned by 56.13% institutional investors, 25.06% insiders, and 18.81% retail investors. Patriot financial partners gp, lp is the largest institutional shareholder, holding 22.36% of USCB shares. RMB Mendon Financial Services A is the top mutual fund, with 2.84% of its assets in USCB Financial shares.
USCB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | USCB Financial | 56.13% | 25.06% | 18.81% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Patriot financial partners gp, lp | 4.49M | 22.36% | $74.20M |
| Endeavour capital advisors | 1.25M | 6.22% | $21.76M |
| T. rowe price investment management | 1.24M | 6.21% | $21.72M |
| Alliancebernstein | 958.22K | 4.78% | $16.72M |
| Blackrock funding, inc. /de | 918.69K | 4.58% | $16.03M |
| Vanguard group | 740.19K | 3.69% | $12.92M |
| Blackrock | 645.66K | 3.29% | $8.28M |
| Mendon capital advisors | 487.14K | 2.43% | $8.50M |
| Rmb capital management | 448.64K | 2.24% | $7.83M |
| Basswood capital management | 438.21K | 2.18% | $7.65M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Patriot financial partners gp, lp | 4.49M | 26.17% | $74.20M |
| Endeavour capital advisors | 1.25M | 6.58% | $21.76M |
| Mendon capital advisors | 487.14K | 3.26% | $8.50M |
| Elizabeth park capital advisors | 110.60K | 1.56% | $1.93M |
| Pacific ridge capital partners | 351.31K | 1.35% | $6.13M |
| Maltese capital management | 262.12K | 0.69% | $4.57M |
| Banc funds | 125.42K | 0.38% | $2.19M |
| Basswood capital management | 438.21K | 0.31% | $7.65M |
| Salzhauer michael | 31.73K | 0.22% | $465.60K |
| Elco management | 17.24K | 0.16% | $300.84K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 1.24M | 0.01% | 1.24M |
| Td asset management | 42.89K | 0.00% | 42.89K |
| Blackrock funding, inc. /de | 918.69K | 0.00% | 37.06K |
| Marshall wace, llp | 29.57K | 0.00% | 29.57K |
| Morgan stanley | 67.96K | 0.00% | 23.96K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mendon capital advisors | 487.14K | 3.26% | -203.91K |
| Rmb capital management | 448.64K | 0.14% | -122.00K |
| Bessemer group | - | - | -113.60K |
| Kennedy capital management | 243.44K | 0.09% | -67.45K |
| Basswood capital management | 438.21K | 0.31% | -33.48K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| T. rowe price investment management | 1.24M | 0.01% | 1.24M | $21.72M |
| Td asset management | 42.89K | 0.00% | 42.89K | $748.36M |
| Marshall wace, llp | 29.57K | 0.00% | 29.57K | $515.96K |
| Squarepoint ops | 23.16K | 0.00% | 23.16K | $404.06K |
| Citadel advisors | 22.92K | 0.00% | 22.92K | $294.02K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Northwestern mutual wealth management | -8.00 |
| Coldstream capital management | -33.00 |
| Capital performance advisors llp | -36.00 |
| Gamma investing | -51.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 81 | 12.50% | 11,259,168 | -11.30% | 56 | 1.40% | 42 | 27.27% | 23 | 9.52% |
| Jun 30, 2025 | 72 | 2.86% | 12,693,663 | 0.22% | 63 | 1.58% | 33 | 32.00% | 21 | -19.23% |
| 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 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| RMB Mendon Financial Services A | 570.64K | 2.84% | - |
| Vanguard Total Stock Mkt Idx Inv | 477.22K | 2.38% | -10.50K |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 386.61K | 1.97% | -22.70K |
| iShares Russell 2000 ETF | 252.97K | 1.26% | - |
| Adara Smaller Companies | 145.37K | 0.72% | - |
| Kennedy Bank Sector | 134.02K | 0.67% | -35.51K |
| Vanguard Institutional Extnd Mkt Idx Tr | 117.68K | 0.59% | -53.62K |
| Fidelity Small Cap Index | 105.82K | 0.53% | 1.68K |
| Acuitas US Microcap Strategy | 101.65K | 0.52% | -870.00 |
| iShares Russell 2000 Value ETF | 70.97K | 0.35% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 02, 2025 | WYCOFF W KIRK | Sell | $260.84K | |
| Nov 25, 2025 | WYCOFF W KIRK | Sell | $407.40K | |
| Nov 24, 2025 | WYCOFF W KIRK | Sell | $384.31K | |
| Sep 08, 2025 | GUERRA-KATTOU MARTHA | EVP, Sales and Marketing | Sell | $101.10K |
| May 21, 2025 | DE LA AGUILERA LUIS | President and CEO | Sell | $84.70K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
USCB Ownership FAQ
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