Institutional Ownership Uscb Financial Holdings, Inc. (USCB)
This table provides information about the institutional ownership of Uscb Financial Holdings, Inc. (USCB). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
132
shares
|
$2,298
0.0% of portfolio
|
Q3 2025
Added 21.1%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
63
shares
|
$1,096
0.0% of portfolio
|
Q2 2025
Reduced 37.0%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
41
shares
|
$713
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
34
shares
|
$591
0.0% of portfolio
|
Q1 2024
Reduced 82.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
23
shares
|
$400
0.0% of portfolio
|
Q3 2025
Added 2200.0%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
20
shares
|
$348
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15
shares
|
$261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
6
shares
|
$104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
5
shares
|
$87
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3
shares
|
$52
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2
shares
|
$34
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|