USCB FINANCIAL HOLDINGS INC USCB
CLASS A COM · Common Stock · CUSIP 90355N101
- SectorFinancials
- IndustryState Commercial Banks
- HeadquartersDoral, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($38.0k this quarter). Holder counts are more reliable. Shares outstanding: 20.1m as of 2025-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $16.54.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 45 |
| Q4 2022 | 48 |
| Q1 2023 | 50 |
| Q2 2023 | 50 |
| Q3 2023 | 50 |
| Q4 2023 | 55 |
| Q1 2024 | 54 |
| Q2 2024 | 63 |
| Q3 2024 | 68 |
| Q4 2024 | 69 |
| Q1 2025 | 71 |
| Q2 2025 | 75 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 15 | 18 |
| Q4 2023 | 28 | 13 |
| Q1 2024 | 20 | 27 |
| Q2 2024 | 30 | 22 |
| Q3 2024 | 31 | 23 |
| Q4 2024 | 31 | 20 |
| Q1 2025 | 24 | 29 |
| Q2 2025 | 35 | 24 |
Biggest buyers
| ALLIANCEBERNSTEIN L.P. | Added | +80.0k |
| NORTHERN TRUST CORP | Added | +40.4k |
| GABELLI FUNDS LLC | New | +34.1k |
| DIMENSIONAL FUND ADVISORS LP | Added | +27.0k |
| BlackRock, Inc. | Added | +21.1k |
| MENDON CAPITAL ADVISORS CORP | Added | +20.9k |
| GSA CAPITAL PARTNERS LLP | New | +16.1k |
| VANGUARD GROUP INC | Added | +16.0k |
| STATE STREET CORP | Added | +13.9k |
| BARCLAYS PLC | Added | +13.0k |
Biggest sellers
| KENNEDY CAPITAL MANAGEMENT LLC | Reduced | -76.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -51.0k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Reduced | -42.8k |
| ENDEAVOUR CAPITAL ADVISORS INC | Reduced | -36.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -14.6k |
| ACADIAN ASSET MANAGEMENT LLC | Sold out | -13.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -13.0k |
| JPMORGAN CHASE & CO | Reduced | -11.3k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -6.5k |
| UBS Group AG | Reduced | -6.2k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Priam Capital Fund II, L.P. 13D · may seek influence filed 2025-09-04 | 20.1% |
| T. Rowe Price Investment Management, Inc. 13G · institution +1.3 pts · filed 2026-08-14 | 8.6% |
| INVERSIONES ATLANTIDA S.A. 13G · passive investor new · filed 2026-07-17 | 8.2% |
| ENDEAVOUR CAPITAL ADVISORS INC 13G · passive investor filed 2026-02-13 | 5.8% |
| ALLIANCEBERNSTEIN L.P. 13G · institution new · filed 2026-02-17 | 5.2% |
Fell to 5% or below in the last year: Patriot Financial Partners II, L.P. (1.7%, 2026-07-16)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 2 | $57.1k | 0 | — | — |
| Q4 2023 | 2 | $112.7k | 0 | — | — |
| Q1 2024 | 2 | $346.5k | 0 | — | — |
| Q2 2024 | 2 | $483.4k | 0 | — | — |
| Q3 2024 | 1 | $87.7k | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $502.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-22 | DE LA AGUILERA LUIS President and CEO, director | Sold | $417.5k25.0k shares |
| 2025-05-21 | DE LA AGUILERA LUIS President and CEO, director | Sold | $84.7k5.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| PATRIOT FINANCIAL PARTNERS GP, LP 26.17% of their portfolio | 4.5m $74.2m | Unchanged |
| ENDEAVOUR CAPITAL ADVISORS INC 7.06% of their portfolio | 1.2m $20.5m | Reduced -36.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 973.1k $16.1m | Added +80.0k |
| BlackRock, Inc. 0.00% of their portfolio | 881.6k $14.6m | Added +21.1k |
| VANGUARD GROUP INC 0.00% of their portfolio | 745.1k $12.3m | Added +16.0k |
| MENDON CAPITAL ADVISORS CORP 5.54% of their portfolio | 691.0k $11.4m | Added +20.9k |
| Curi Capital, LLC 0.18% of their portfolio | 570.6k $9.4m | Unchanged |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.39% of their portfolio | 471.7k $7.8m | Reduced -42.8k |
| Pacific Ridge Capital Partners, LLC 1.42% of their portfolio | 359.2k $5.9m | Reduced -5.5k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 310.9k $5.1m | Reduced -76.5k |
| MALTESE CAPITAL MANAGEMENT LLC 0.67% of their portfolio | 289.2k $4.8m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 248.7k $4.1m | Added +4.2k |
| BANC FUNDS CO LLC 0.37% of their portfolio | 149.2k $2.5m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 143.7k $2.4m | Added +27.0k |
| STATE STREET CORP 0.00% of their portfolio | 141.9k $2.3m | Added +13.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 123.4k $2.0m | Added +40.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 89.3k $1.5m | Reduced -6.5k |
| Elizabeth Park Capital Advisors, Ltd. 1.31% of their portfolio | 88.6k $1.5m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 58.7k $970.4k | Added +5.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 49.1k $811.8k | Reduced -13.0k |
| BARCLAYS PLC 0.00% of their portfolio | 47.9k $792.2k | Added +13.0k |
| MORGAN STANLEY 0.00% of their portfolio | 44.0k $727.7k | Added +1.6k |
| ELCO Management Co., LLC 0.34% of their portfolio | 38.9k $643.2k | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 38.8k $641.8k | Added +7.9k |
| GABELLI FUNDS LLC 0.00% of their portfolio | 34.1k $563.4k | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 33.9k $560.0k | Added +1.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 33.1k $548.1k | Added +8.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 32.9k $546.0k | Added +6.8k |
| SALZHAUER MICHAEL 0.33% of their portfolio | 31.7k $524.8k | Added +2.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 24.4k $403.7k | Added +2.9k |
| Nuveen, LLC 0.00% of their portfolio | 19.8k $327.4k | Added +4.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 16.3k $269.5k | Reduced -1.0k |
| GSA CAPITAL PARTNERS LLP 0.02% of their portfolio | 16.1k $267.0k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 15.9k $262.8k | Reduced -207 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 15.0k $248.0k | Reduced -11.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 14.8k $245.3k | Reduced -51.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 14.5k $239.5k | Reduced -14.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 13.9k $229.6k | Reduced -3.2k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 12.8k $211.6k | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 11.8k $194.6k | New |
| Hillsdale Investment Management Inc. 0.01% of their portfolio | 11.7k $193.5k | Reduced -4.4k |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 10.0k $165.4k | Unchanged |
| MetLife Investment Management, LLC 0.00% of their portfolio | 6.7k $110.1k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6.4k $105.6k | Added +373 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 6.0k $98.8k | Reduced -234 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 5.6k $92.3k | Reduced -3.3k |
| CITIGROUP INC 0.00% of their portfolio | 4.6k $76.2k | Reduced -3.7k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 4.2k $69.6k | Added +4.0k |
| UBS Group AG 0.00% of their portfolio | 3.7k $60.7k | Reduced -6.2k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 2.3k $38.0k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.8k $30.6k | Added +477 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 1.3k $22.1k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.2k $22.0k | Added +474 |
| Legal & General Group Plc 0.00% of their portfolio | 1.1k $18.3k | Added +124 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 889 $14.7k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 808 $13.4k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 783 $12.9k | Added +109 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 759 $12.6k | Unchanged |
| Provenance Wealth Advisors, LLC 0.00% of their portfolio | 400 $6.6k | Unchanged |
| AMALGAMATED BANK 0.00% of their portfolio | 374 $6.0k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 224 $3.7k | Added +85 |
| CWM, LLC 0.00% of their portfolio | 222 $4.0k | Added +59 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 200 $3.3k | New |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 189 $3.0k | Reduced -112 |
| FMR LLC 0.00% of their portfolio | 171 $2.8k | Reduced -81 |
| Covestor Ltd 0.00% of their portfolio | 109 $2.0k | Unchanged |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 63 $1.0k | Reduced -37 |
| GAMMA Investing LLC 0.00% of their portfolio | 51 $844 | Added +43 |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 41 $678 | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 34 $562 | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 15 $248 | New |
| Essential Partners LLC 0.00% of their portfolio | 4 $66 | First filing |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 1 $17 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 0 $182 | New |