USCB Financial Ownership | Who Owns USCB Financial?


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USCB Financial Ownership Summary


USCB Financial is owned by 61.77% institutional investors, 25.11% insiders, and 13.12% retail investors. Patriot financial partners gp, lp is the largest institutional shareholder, holding 22.85% of USCB shares. RMB Mendon Financial Services A is the top mutual fund, with 2.91% of its assets in USCB Financial shares.

USCB Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockUSCB Financial61.77%25.11%13.12%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Patriot financial partners gp, lp4.49M22.85%$57.55M
Endeavour capital advisors1.38M7.02%$17.68M
Alliancebernstein919.72K4.68%$11.80M
Blackrock645.66K3.29%$8.28M
Mendon capital advisors610.14K3.11%$9.63M
Rmb capital management610.14K3.11%$7.83M
Basswood capital management448.96K2.29%$5.76M
Vanguard group434.30K2.21%$5.57M
Pacific ridge capital partners416.66K2.12%$5.35M
Maltese capital management334.60K1.70%$4.29M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Patriot financial partners gp, lp4.49M22.62%$57.55M
Endeavour capital advisors1.38M6.15%$17.68M
Mendon capital advisors610.14K5.34%$9.63M
Elizabeth park capital advisors118.86K1.32%$1.52M
Pacific ridge capital partners416.66K1.28%$5.35M
Maltese capital management334.60K0.79%$4.29M
Elco management58.21K0.43%$746.82K
Basswood capital management448.96K0.37%$5.76M
Salzhauer michael31.00K0.31%$397.73K
Banc funds166.33K0.25%$2.13M

Top Buyers

HolderShares% AssetsChange
Mendon capital advisors610.14K5.34%524.40K
Goldman sachs group80.93K0.00%80.93K
Renaissance66.40K0.00%31.19K
Citadel advisors22.92K0.00%22.92K
Millennium management17.86K0.00%17.86K

Top Sellers

HolderShares% AssetsChange
Rmb capital management610.14K0.19%-85.53K
Banc funds166.33K0.25%-43.40K
Maltese capital management334.60K0.79%-40.40K
Raymond james & associates---22.09K
Pacific ridge capital partners416.66K1.28%-17.94K

New Positions

HolderShares% AssetsChangeValue
Citadel advisors22.92K0.00%22.92K$294.02K
Millennium management17.86K0.00%17.86K$229.14K
Deutsche bank ag\11.80K0.00%11.80K$151.34K
Hsbc10.80K0.00%10.80K$133.54K
Corebridge financial5.63K0.00%5.63K$72.27K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-1.00
Covestor-61.00
American group-5.19K
Jane street group-10.03K
Lsv asset management-10.20K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024658.33%12,120,7702.65%611.71%333.13%17-
Jun 30, 20246015.38%11,807,6735.20%601.84%3268.42%17-19.05%
Mar 31, 202452-11,223,968-6.36%571.52%19-36.67%21110.00%
Dec 31, 20235210.64%11,985,9984.12%611.78%30100.00%10-33.33%
Sep 30, 202347-2.08%11,511,8301.03%581.78%15-25.00%157.14%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
RMB Mendon Financial Services A570.64K2.91%-
Pacific Ridge Capital Ptnrs Micro Cp Val386.61K1.97%-22.70K
iShares Russell 2000 ETF266.95K1.36%-602.00
Vanguard Total Stock Mkt Idx Inv213.02K1.07%-
Vanguard Institutional Extnd Mkt Idx Tr154.10K0.78%-
Adara Smaller Companies145.67K0.73%-2.19K
Fidelity Small Cap Index107.95K0.55%129.00
Acuitas US Microcap Strategy101.65K0.52%-870.00
iShares Russell 2000 Value ETF85.72K0.44%-
Kennedy Bank Sector69.67K0.36%-1.83K

Recent Insider Transactions


DateNameRoleActivityValue
Sep 16, 2024RODRIGUEZ RAMON A-Buy$87.66K
May 29, 2024RODRIGUEZ RAMON A-Buy$19.14K
May 24, 2024Anderson Robert B. Executive VP and CFOBuy$3.24K
May 23, 2024Anderson Robert B. Executive VP and CFOBuy$84.84K
May 16, 2024Anderson Robert B. Executive VP and CFOBuy$6.38K

Insider Transactions Trends


DateBuySell
2024 Q4--
2024 Q31-
2024 Q210-
2024 Q15-
2023 Q42-

USCB Ownership FAQ


Who Owns USCB Financial?

USCB Financial shareholders are primarily institutional investors at 61.77%, followed by 25.11% insiders and 13.12% retail investors. The average institutional ownership in USCB Financial's industry, Regional Banks Stocks, is 51.67%, which USCB Financial exceeds.

Who owns the most shares of USCB Financial?

USCB Financial’s largest shareholders are Patriot financial partners gp, lp (4.49M shares, 22.85%), Endeavour capital advisors (1.38M shares, 7.02%), and Alliancebernstein (919.72K shares, 4.68%). Together, they hold 34.55% 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 22.62% of its assets in 4.49M USCB Financial shares, valued at 57.55M$.

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

RMB Mendon Financial Services A is the top mutual fund holder of USCB Financial shares, with 2.91% of its total shares outstanding invested in 570.64K USCB Financial shares.

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