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USCB Financial Ownership | Who Owns USCB Financial?

OverviewRevenueFinancialsChartTranscripts

USCB Financial Ownership Summary

USCB Financial is owned by 34.28% institutional investors, 24.59% insiders, and 41.13% retail investors. Patriot financial partners gp, lp is the largest institutional shareholder, holding 22.36% of USCB shares. T. Rowe Price Small-Cap Stock is the top mutual fund, with 3.23% of its assets in USCB Financial shares.

USCB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUSCB Financial34.28%24.59%41.13%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryRegional Banks Stocks38.44%12.57%48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Patriot financial partners gp, lp4.49M22.36%$74.20M
T. rowe price investment management1.32M7.29%$24.49M
Endeavour capital advisors1.02M5.66%$19.00M
Alliancebernstein937.36K5.17%$17.27M
Blackrock funding, inc. /de908.84K5.02%$16.85M
Vanguard group723.76K3.99%$13.33M
Blackrock645.66K3.29%$8.28M
Mendon capital advisors574.10K3.17%$10.64M
Rmb capital management527.10K2.91%$9.77M
Wellington management group llp458.33K2.53%$8.50M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Patriot financial partners gp, lp4.49M26.17%$74.20M
Endeavour capital advisors1.02M4.31%$19.00M
Mendon capital advisors574.10K4.13%$10.64M
Elizabeth park capital advisors110.60K1.58%$2.05M
Pacific ridge capital partners342.32K1.37%$6.35M
Maltese capital management134.20K0.49%$2.49M
Salzhauer michael52.63K0.46%$975.74K
Basswood capital management436.89K0.38%$8.10M
Banc funds95.58K0.33%$1.77M
Elco management21.44K0.19%$397.50K

Top Buyers

HolderShares% AssetsChange
Wellington management group llp458.33K0.00%458.33K
Mendon capital advisors574.10K4.13%86.96K
Rmb capital management527.10K0.17%78.46K
Vanguard fiduciary trust64.48K0.00%64.48K
American century companies60.38K0.00%60.38K

Top Sellers

HolderShares% AssetsChange
Bessemer group---113.60K
Blackrock funding, inc. /de908.84K0.00%-36.10K
Maltese capital management134.20K0.49%-33.60K
Endeavour capital advisors1.02M4.31%-32.63K
Marshall wace, llp---29.18K

New Positions

HolderShares% AssetsChangeValue
Wellington management group llp458.33K0.00%458.33K$8.50M
Vanguard fiduciary trust64.48K0.00%64.48K$1.20M
American century companies60.38K0.00%60.38K$1.12M
Vanguard global advisers2.94K-2.94K$54.47K
Pnc financial services group2.20K-2.20K$40.79K

Sold Out

HolderChange
Clearstead advisors-1.00
Nelson, van denburg & campbell wealth management group-1.00
Northwestern mutual wealth management-8.00
Coldstream capital management-33.00
Principal securities-34.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202658-36.26%6,210,825-44.85%340.89%22-57.69%15-25.00%
Dec 31, 202566-20.48%7,300,772-35.16%401.28%39-11.36%13-43.48%
Sep 30, 20258112.50%11,259,168-11.30%561.40%4227.27%239.52%
Jun 30, 2025722.86%12,693,6630.22%631.58%3332.00%21-19.23%
Mar 31, 2025692.99%12,665,6531.53%631.57%25-19.35%2644.44%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
T. Rowe Price Small-Cap Stock590.12K3.23%-
T. Rowe Price US Small-Cap Core Equity590.12K3.23%-892.00
RMB Mendon Financial Services A527.09K2.89%-
Vanguard Total Stock Mkt Idx Inv370.80K2.03%-
T. Rowe Price Instl Small-Cap Stock315.87K1.73%-
Pacific Ridge Capital Ptnrs Micro Cp Val294.61K1.61%-92.00K
T. Rowe Price U.S. SC Core Eq Tr-D273.94K1.50%892.00
iShares Russell 2000 ETF249.82K1.37%2.12K
Adara Smaller Companies133.72K0.73%-
Acuitas US Microcap Strategy116.00K0.64%1.32K

Recent Insider Transactions

DateNameRoleActivityValue
May 21, 2026DE LA AGUILERA LUIS President and CEOSell$904.28K
May 19, 2026DE LA AGUILERA LUIS President and CEOSell$88.81K
May 20, 2026DE LA AGUILERA LUIS President and CEOSell$668.39K
May 18, 2026DE LA AGUILERA LUIS President and CEOSell$44.88K
May 15, 2026DE LA AGUILERA LUIS President and CEOSell$14.53K

Insider Transactions Trends

DateBuySell
2026 Q2-15
2026 Q1-2
2025 Q4-5
2025 Q3-1
2025 Q2-2

USCB Ownership FAQ

Who Owns USCB Financial?

USCB Financial shareholders are primarily institutional investors at 34.28%, followed by 24.59% insiders and 41.13% retail investors. The average institutional ownership in USCB Financial's industry, Regional Banks Stocks, is 38.44%, which USCB Financial falls below.

Who owns the most shares of USCB Financial?

USCB Financial’s largest shareholders are Patriot financial partners gp, lp (4.49M shares, 22.36%), T. rowe price investment management (1.32M shares, 7.29%), and Endeavour capital advisors (1.02M shares, 5.66%). Together, they hold 35.31% of USCB Financial’s total shares outstanding.

Does Blackrock own USCB Financial?

Yes, BlackRock owns 3.29% of USCB Financial, totaling 645.66K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.28M$. In the last quarter, BlackRock increased its holdings by 14.67K shares, a 2.33% change.

Who is USCB Financial’s biggest shareholder by percentage of total assets invested?

Patriot financial partners gp, lp is USCB Financial’s biggest shareholder by percentage of total assets invested, with 26.17% of its assets in 4.49M USCB Financial shares, valued at 74.2M$.

Who is the top mutual fund holder of USCB Financial shares?

T. Rowe Price Small-Cap Stock is the top mutual fund holder of USCB Financial shares, with 3.23% of its total shares outstanding invested in 590.12K USCB Financial shares.

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