Uscb Financial Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Uscb Financial Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 58 institutions that filed 13F reports for both quarters added to or opened positions in Uscb Financial Holdings, and 21 cut or closed them. Together they added a net 848K shares, +7.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 490K shares (+14.0%); index fund managers were net buyers of 190K shares (+9.0%). 8 opened a new position and 5 sold out entirely.

Bought, Q2 2026 58 institutions, 8 of them new holders Sold, Q2 2026 21 institutions, 5 of them sold out

Net change, all compared +848K shares (+7.3%)

Net change, active managers +490K shares (+14.0%), 14 bought, 2 sold

Buyers versus sellers

institutions compared, 98

58 bought 19 21 sold

Active managers and hedge funds 14 bought · 2 sold · +490K

Index fund managers 8 bought · 1 sold · +190K

Other institutions 36 bought · 18 sold · +168K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	+248K +18.8%	1.6M	$32.1M
Blackrock, Inc. Index funds	+163K +17.9%	1.1M	$21.9M
American Century Companies Inc Active manager	+95K +157.2%	155K	$3.2M
Wellington Management Group LLP Active manager	+81K +17.8%	540K	$11M
Squarepoint Ops LLC Hedge fund	+40K +200.7%	59K	$1.2M
Citadel Advisors LLC Hedge fund	+38K +143.0%	65K	$1.3M
Alliancebernstein L.P. Active manager	+37K +3.9%	974K	$18.1M
Rosenthal \| Henry Capital Advisors, Inc.	+32K New position	32K	$659,630
Two Sigma Investments, LP Hedge fund	+31K New position	31K	$639,600
Geode Capital Management, LLC Index funds	+30K +12.1%	283K	$5.8M
Dimensional Fund Advisors LP	+28K +14.0%	227K	$4.6M
Endeavour Capital Advisors Inc	+28K +2.7%	1.1M	$21.5M
AQR Capital Management LLC Hedge fund	+27K +120.5%	49K	$993,593
Mendon Capital Advisors Corp	+24K +4.1%	598K	$12.2M
Curi Capital, LLC	+23K +4.4%	550K	$11.3M
Vanguard Portfolio Management LLC Index funds	+14K +20.9%	82K	$1.7M
Odyssean, LLC	+13K New position	13K	$269,663
Bank Of America Corp	+13K +31.3%	55K	$1.1M
Raymond James Financial Inc	+13K New position	13K	$261,888
Walleye Capital LLC Hedge fund	+12K New position	12K	$240,773

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	+248K +18.8%	1.6M	$32.1M
American Century Companies Inc Active manager	+95K +157.2%	155K	$3.2M
Wellington Management Group LLP Active manager	+81K +17.8%	540K	$11M
Squarepoint Ops LLC Hedge fund	+40K +200.7%	59K	$1.2M
Citadel Advisors LLC Hedge fund	+38K +143.0%	65K	$1.3M
Alliancebernstein L.P. Active manager	+37K +3.9%	974K	$18.1M
Two Sigma Investments, LP Hedge fund	+31K New position	31K	$639,600
AQR Capital Management LLC Hedge fund	+27K +120.5%	49K	$993,593
Walleye Capital LLC Hedge fund	+12K New position	12K	$240,773
Millennium Management LLC Hedge fund	+9,151 +49.6%	28K	$564,942

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
North Reef Capital Management LP Hedge fund	−128K Sold out	0	—
Patriot Financial Partners Gp Ii, L.P.	−50K −2.7%	1.8M	$37M
Northern Trust Corp Index funds	−29K −24.1%	91K	$1.9M
Morgan Stanley	−12K −12.6%	80K	$1.6M
Goldman Sachs Group Inc	−5,074 −6.7%	71K	$1.5M
Connor, Clark & Lunn Investment Management Ltd.	−4,786 −8.9%	49K	$996,565
Maltese Capital Management LLC	−4,197 −3.1%	130K	$2.7M
Kennedy Capital Management LLC Active manager	−4,050 −1.7%	239K	$4.9M
Barclays PLC	−3,885 −9.4%	37K	$765,592
Pacific Ridge Capital Partners, LLC	−2,632 −0.8%	340K	$7M
PNC Financial Services Group, Inc.	−1,200 −54.5%	1,000	$20,460
Newedge Advisors, LLC	−1,135 Sold out	0	—
California State Teachers Retirement System	−469 −74.1%	164	$3,355
UBS Group AG	−429 −18.2%	1,930	$39,488
Tower Research Capital LLC (TRC)	−293 −17.5%	1,385	$28,337
Sterling Capital Management LLC	−118 −42.6%	159	$3,253
Optiver Holding B.V.	−104 −94.5%	6	$123
Covestor Ltd	−44 Sold out	0	—
Essential Partners LLC	−44 −39.6%	67	$1,371
Mai Capital Management	−17 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
North Reef Capital Management LP Hedge fund	−128K Sold out	0	—
Kennedy Capital Management LLC Active manager	−4,050 −1.7%	239K	$4.9M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Rosenthal \| Henry Capital Advisors, Inc.	32K	$659,630
Two Sigma Investments, LPHedge fund	31K	$639,600
Odyssean, LLC	13K	$269,663
Raymond James Financial Inc	13K	$261,888
Walleye Capital LLCHedge fund	12K	$240,773
Modern Wealth Management, LLC	12K	$239,116
Integrated Wealth Concepts LLC	2,898	$59,285
Arax Advisory Partners	429	$8,777

Sold out

largest by value

Institution	Shares	Value March 31, 2026
North Reef Capital Management LPHedge fund	128K	$2.4M
Newedge Advisors, LLC	1,135	$21,040
Covestor Ltd	44	$1,000
Mai Capital Management	17	$316
Root Financial Partners, LLC	10	$185

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 93
Ten largest holders: 73.1%
Index fund managers: 18.4%
Active managers and hedge funds: 32.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	14	2	2	1	+490K	+14.0%
Index fund managers	8	1	0	0	+190K	+9.0%
Other institutions	36	18	6	4	+168K	+2.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Uscb Financial Holdings.

Only managers that filed a holdings report for both quarters are compared (98 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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