Uscb Financial Holdings Inc (USCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

INCREASED

Shares251,430 from 226,776

Change+24,654 (+11%)

Value$5.5M (+$849.9K)

Filed 2026-11-04

Salzhauer Michael

DECREASED

Shares62,229 from 62,629

Change-400 (-1%)

Value$1.4M (+$77.1K)

Filed 2026-10-28

Bank of New York Mellon Corp

INCREASED

Shares59,199 from 55,819

Change+3,380 (+6%)

Value$1.3M (+$150.3K)

Filed 2026-11-05

Rosenthal | Henry Capital Advisors, Inc.

INCREASED

Shares49,590 from 32,240

Change+17,350 (+54%)

Value$1.1M (+$422.9K)

Filed 2026-10-27

Daytona Street Capital LLC

UNCHANGED

Shares34,728 from 34,728

Change0 (0%)

Value$779.3K (+$80.6K)

Filed 2026-10-15

Citigroup Inc

INCREASED

Shares20,847 from 7,290

Change+13,557 (+186%)

Value$455.1K (+$305.9K)

Filed 2026-11-04

Elco Management Co., LLC

DECREASED

Shares14,990 from 21,050

Change-6,060 (-29%)

Value$327.2K (-$103.5K)

Filed 2026-10-14

Washington Trust Co

NEW

Shares10,000

Change+10,000

Value$218.3K

Filed 2026-10-22

Davis Capital Management

NEW

Shares1,000

Change+1,000

Value$21.8K

Filed 2026-10-08

Provenance Wealth Advisors, LLC

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$8.7K (+$548)

Filed 2026-10-30

Sterling Capital Management LLC

INCREASED

Shares300 from 159

Change+141 (+89%)

Value$6.5K (+$3.3K)

Filed 2026-10-22

IFP Advisors, Inc

UNCHANGED

Shares97 from 97

Change0 (0%)

Value$2.1K (+$133)

Filed 2026-10-16

SJS Investment Consulting Inc.

INCREASED

Shares75 from 3

Change+72 (+2400%)

Value$1.6K (+$1.6K)

Filed 2026-10-26

Essential Partners LLC

UNCHANGED

Shares67 from 67

Change0 (0%)

Value$1.5K (+$92)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

INCREASED

Shares65 from 58

Change+7 (+12%)

Value$1.4K (+$233)

Filed 2026-11-04

Farther Finance Advisors, LLC

INCREASED

Shares59 from 37

Change+22 (+59%)

Value$1.3K (+$534)

Filed 2026-10-08

Root Financial Partners, LLC

NEW

Shares42

Change+42

Value$917

Filed 2026-10-21

Nisa Investment Advisors, LLC

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$895 (+$56)

Filed 2026-10-20

Covestor Ltd

INCREASED

Shares17 from 16

Change+1 (+6%)

Value$0 ($0)

Filed 2026-10-30

SBI Securities Co., Ltd.

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$327 (+$20)

Filed 2026-10-22

True Wealth Design, LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$219 (+$14)

Filed 2026-10-13

Patriot Financial Partners GP II, L.P.

CLOSED

Shares0 from 1,806,286

Change-1,806,286 (-100%)

Value$0 (-$37.0M)

Filed 2026-11-04

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 1,568,820

Change-1,568,820 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,071,823

Change-1,071,823 (-100%)

Value—

Endeavour Capital Advisors Inc

N/A

Shares— from 1,052,333

Change-1,052,333 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 974,023

Change-974,023 (-100%)

Value—

Mendon Capital Advisors Corp

N/A

Shares— from 597,788

Change-597,788 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 550,085

Change-550,085 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 539,779

Change-539,779 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 489,668

Change-489,668 (-100%)

Value—

Basswood Capital Management, L.L.C.

N/A

Shares— from 436,892

Change-436,892 (-100%)

Value—

Pacific Ridge Capital Partners, LLC

N/A

Shares— from 339,688

Change-339,688 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 282,557

Change-282,557 (-100%)

Value—

Kennedy Capital Management LLC

N/A

Shares— from 239,386

Change-239,386 (-100%)

Value—

State Street Corp

N/A

Shares— from 157,682

Change-157,682 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 155,295

Change-155,295 (-100%)

Value—

Maltese Capital Management LLC

N/A

Shares— from 130,000

Change-130,000 (-100%)

Value—

Elizabeth Park Capital Advisors, Ltd.

N/A

Shares— from 110,599

Change-110,599 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 95,580

Change-95,580 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 92,000

Change-92,000 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 90,995

Change-90,995 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 82,397

Change-82,397 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 79,925

Change-79,925 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 70,893

Change-70,893 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 65,869

Change-65,869 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 64,872

Change-64,872 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 59,362

Change-59,362 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 57,995

Change-57,995 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 54,874

Change-54,874 (-100%)

Value—

TD Asset Management Inc

N/A

Shares— from 53,218

Change-53,218 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 49,420

Change-49,420 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 48,708

Change-48,708 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 48,563

Change-48,563 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 46,530

Change-46,530 (-100%)

Value—

Barclays PLC

N/A

Shares— from 37,419

Change-37,419 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 36,000

Change-36,000 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 35,163

Change-35,163 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 31,261

Change-31,261 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 28,414

Change-28,414 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 27,612

Change-27,612 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 19,796

Change-19,796 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 19,439

Change-19,439 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 16,900

Change-16,900 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 16,864

Change-16,864 (-100%)

Value—

Integrated Quantitative Investments LLC

N/A

Shares— from 15,466

Change-15,466 (-100%)

Value—

Legato Capital Management LLC

N/A

Shares— from 15,466

Change-15,466 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 14,508

Change-14,508 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 13,180

Change-13,180 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 12,800

Change-12,800 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 11,894

Change-11,894 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 11,768

Change-11,768 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 11,687

Change-11,687 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 10,549

Change-10,549 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 10,405

Change-10,405 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 7,042

Change-7,042 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 6,656

Change-6,656 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 6,569

Change-6,569 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 5,989

Change-5,989 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 5,611

Change-5,611 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,051

Change-5,051 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,540

Change-4,540 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,938

Change-2,938 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,930

Change-1,930 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,385

Change-1,385 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,274

Change-1,274 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 808

Change-808 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 627

Change-627 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 429

Change-429 (-100%)

Value—

FMR LLC

N/A

Shares— from 228

Change-228 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 164

Change-164 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 125

Change-125 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 23

Change-23 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 15

Change-15 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 6

Change-6 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	251,430	226,776	+24,654	+11%	$4.6M	$5.5M	+$849.9K	2026-11-04
Salzhauer Michael	DECREASED	62,229	62,629	-400	-1%	$1.3M	$1.4M	+$77.1K	2026-10-28
Bank of New York Mellon Corp	INCREASED	59,199	55,819	+3,380	+6%	$1.1M	$1.3M	+$150.3K	2026-11-05
Rosenthal \| Henry Capital Advisors, Inc.	INCREASED	49,590	32,240	+17,350	+54%	$659.6K	$1.1M	+$422.9K	2026-10-27
Daytona Street Capital LLC	UNCHANGED	34,728	34,728	0	0%	$698.7K	$779.3K	+$80.6K	2026-10-15
Citigroup Inc	INCREASED	20,847	7,290	+13,557	+186%	$149.2K	$455.1K	+$305.9K	2026-11-04
Elco Management Co., LLC	DECREASED	14,990	21,050	-6,060	-29%	$430.7K	$327.2K	-$103.5K	2026-10-14
Washington Trust Co	NEW	10,000	—	+10,000	—	—	$218.3K	—	2026-10-22
Davis Capital Management	NEW	1,000	—	+1,000	—	—	$21.8K	—	2026-10-08
Provenance Wealth Advisors, LLC	UNCHANGED	400	400	0	0%	$8.2K	$8.7K	+$548	2026-10-30
Sterling Capital Management LLC	INCREASED	300	159	+141	+89%	$3.3K	$6.5K	+$3.3K	2026-10-22
IFP Advisors, Inc	UNCHANGED	97	97	0	0%	$2.0K	$2.1K	+$133	2026-10-16
SJS Investment Consulting Inc.	INCREASED	75	3	+72	+2400%	$62	$1.6K	+$1.6K	2026-10-26
Essential Partners LLC	UNCHANGED	67	67	0	0%	$1.4K	$1.5K	+$92	2026-10-14
EverSource Wealth Advisors, LLC	INCREASED	65	58	+7	+12%	$1.2K	$1.4K	+$233	2026-11-04
Farther Finance Advisors, LLC	INCREASED	59	37	+22	+59%	$754	$1.3K	+$534	2026-10-08
Root Financial Partners, LLC	NEW	42	—	+42	—	—	$917	—	2026-10-21
Nisa Investment Advisors, LLC	UNCHANGED	41	41	0	0%	$839	$895	+$56	2026-10-20
Covestor Ltd	INCREASED	17	16	+1	+6%	$0	$0	$0	2026-10-30
SBI Securities Co., Ltd.	UNCHANGED	15	15	0	0%	$307	$327	+$20	2026-10-22
True Wealth Design, LLC	UNCHANGED	10	10	0	0%	$205	$219	+$14	2026-10-13
Patriot Financial Partners GP II, L.P.	CLOSED	0	1,806,286	-1,806,286	-100%	$37.0M	$0	-$37.0M	2026-11-04
T. Rowe Price Investment Management, Inc.	N/A	—	1,568,820	-1,568,820	-100%	$32.1M	—	—	—
BlackRock, Inc.	N/A	—	1,071,823	-1,071,823	-100%	$21.9M	—	—	—
Endeavour Capital Advisors Inc	N/A	—	1,052,333	-1,052,333	-100%	$21.5M	—	—	—
Alliancebernstein L.P.	N/A	—	974,023	-974,023	-100%	$18.1M	—	—	—
Mendon Capital Advisors Corp	N/A	—	597,788	-597,788	-100%	$12.2M	—	—	—
Curi Capital, LLC	N/A	—	550,085	-550,085	-100%	$11.3M	—	—	—
Wellington Management Group LLP	N/A	—	539,779	-539,779	-100%	$11.0M	—	—	—
Vanguard Capital Management LLC	N/A	—	489,668	-489,668	-100%	$10.0M	—	—	—
Basswood Capital Management, L.L.C.	N/A	—	436,892	-436,892	-100%	$8.9M	—	—	—
Pacific Ridge Capital Partners, LLC	N/A	—	339,688	-339,688	-100%	$7.0M	—	—	—
Geode Capital Management, LLC	N/A	—	282,557	-282,557	-100%	$5.8M	—	—	—
Kennedy Capital Management LLC	N/A	—	239,386	-239,386	-100%	$4.9M	—	—	—
State Street Corp	N/A	—	157,682	-157,682	-100%	$3.2M	—	—	—
American Century Companies Inc	N/A	—	155,295	-155,295	-100%	$3.2M	—	—	—
Maltese Capital Management LLC	N/A	—	130,000	-130,000	-100%	$2.7M	—	—	—
Elizabeth Park Capital Advisors, Ltd.	N/A	—	110,599	-110,599	-100%	$2.3M	—	—	—
Banc Funds Co LLC	N/A	—	95,580	-95,580	-100%	$2.0M	—	—	—
Renaissance Technologies LLC	N/A	—	92,000	-92,000	-100%	$1.9M	—	—	—
Northern Trust Corp	N/A	—	90,995	-90,995	-100%	$1.9M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	82,397	-82,397	-100%	$1.7M	—	—	—
Morgan Stanley	N/A	—	79,925	-79,925	-100%	$1.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	70,893	-70,893	-100%	$1.5M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	65,869	-65,869	-100%	$1.3M	—	—	—
Citadel Advisors LLC	N/A	—	64,872	-64,872	-100%	$1.3M	—	—	—
Squarepoint Ops LLC	N/A	—	59,362	-59,362	-100%	$1.2M	—	—	—
Acadian Asset Management LLC	N/A	—	57,995	-57,995	-100%	$1.2M	—	—	—
Bank of America Corp	N/A	—	54,874	-54,874	-100%	$1.1M	—	—	—
TD Asset Management Inc	N/A	—	53,218	-53,218	-100%	$1.1M	—	—	—
HSBC Holdings PLC	N/A	—	49,420	-49,420	-100%	$1.0M	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	48,708	-48,708	-100%	$996.6K	—	—	—
AQR Capital Management LLC	N/A	—	48,563	-48,563	-100%	$993.6K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	46,530	-46,530	-100%	$952.0K	—	—	—
Barclays PLC	N/A	—	37,419	-37,419	-100%	$765.6K	—	—	—
Gabelli Funds LLC	N/A	—	36,000	-36,000	-100%	$736.6K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	35,163	-35,163	-100%	$719.4K	—	—	—
Two Sigma Investments, LP	N/A	—	31,261	-31,261	-100%	$639.6K	—	—	—
Fiduciary Trust Co	N/A	—	28,414	-28,414	-100%	$581.4K	—	—	—
Millennium Management LLC	N/A	—	27,612	-27,612	-100%	$564.9K	—	—	—
Nuveen, LLC	N/A	—	19,796	-19,796	-100%	$405.0K	—	—	—
Globeflex Capital L P	N/A	—	19,439	-19,439	-100%	$397.7K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	16,900	-16,900	-100%	$345.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	16,864	-16,864	-100%	$345.0K	—	—	—
Integrated Quantitative Investments LLC	N/A	—	15,466	-15,466	-100%	$316.4K	—	—	—
Legato Capital Management LLC	N/A	—	15,466	-15,466	-100%	$316.4K	—	—	—
Rhumbline Advisers	N/A	—	14,508	-14,508	-100%	$296.8K	—	—	—
Odyssean, LLC	N/A	—	13,180	-13,180	-100%	$269.7K	—	—	—
Raymond James Financial Inc	N/A	—	12,800	-12,800	-100%	$261.9K	—	—	—
Deutsche Bank Ag\	N/A	—	11,894	-11,894	-100%	$243.4K	—	—	—
Walleye Capital LLC	N/A	—	11,768	-11,768	-100%	$240.8K	—	—	—
Modern Wealth Management, LLC	N/A	—	11,687	-11,687	-100%	$239.1K	—	—	—
Wells Fargo & Company	N/A	—	10,549	-10,549	-100%	$215.8K	—	—	—
Russell Investments Group, Ltd.	N/A	—	10,405	-10,405	-100%	$212.9K	—	—	—
First Manhattan Co. Llc.	N/A	—	10,000	-10,000	-100%	$204.6K	—	—	—
SG Americas Securities, LLC	N/A	—	7,042	-7,042	-100%	$144.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	6,656	-6,656	-100%	$136.2K	—	—	—
BNP Paribas Financial Markets	N/A	—	6,569	-6,569	-100%	$134.4K	—	—	—
New York State Common Retirement Fund	N/A	—	5,989	-5,989	-100%	$122.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	5,611	-5,611	-100%	$114.8K	—	—	—
JPMorgan Chase & Co	N/A	—	5,051	-5,051	-100%	$102.3K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,540	-4,540	-100%	$92.9K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,938	-2,938	-100%	$60.1K	—	—	—
UBS Group AG	N/A	—	1,930	-1,930	-100%	$39.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,385	-1,385	-100%	$28.3K	—	—	—
Legal & General Group Plc	N/A	—	1,274	-1,274	-100%	$26.1K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,000	-1,000	-100%	$20.5K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	808	-808	-100%	$16.5K	—	—	—
Royal Bank of Canada	N/A	—	627	-627	-100%	$13.0K	—	—	—
Arax Advisory Partners	N/A	—	429	-429	-100%	$8.8K	—	—	—
FMR LLC	N/A	—	228	-228	-100%	$4.7K	—	—	—
California State Teachers Retirement System	N/A	—	164	-164	-100%	$3.4K	—	—	—
Allworth Financial LP	N/A	—	125	-125	-100%	$2.6K	—	—	—
Rothschild Investment LLC	N/A	—	46	-46	-100%	$941	—	—	—
UBS Asset Management Americas LLC	N/A	—	23	-23	-100%	$471	—	—	—
Osaic Holdings, Inc.	N/A	—	15	-15	-100%	$307	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	11	-11	-100%	$225	—	—	—
Optiver Holding B.V.	N/A	—	6	-6	-100%	$123	—	—	—

Showing 98 of 98 institutions