USCB Financial Holdings, Inc.
USCBFigures shown here come from public SEC filings. Dates beside each section show the available history.
How USCB Financial Holdings, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 6 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 8, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| KENNEDY CAPITAL MANAGEMENT LLC | 2026-03-31 | 243,436 | $4.51M | SEC filing |
| MILLENNIUM MANAGEMENT LLC | 2026-03-31 | 18,461 | $342K | SEC filing |
| Daytona Street Capital LLC | 2026-03-31 | 34,728 | $658K | SEC filing |
| MENDON CAPITAL ADVISORS CORP | 2026-03-31 | 574,100 | $10.6M | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 91,483 | $1.7M | SEC filing |
| True Wealth Design, LLC | 2026-03-31 | 3 | $56 | SEC filing |
| ALLIANCEBERNSTEIN L.P. | 2026-03-31 | 937,357 | $17.3M | SEC filing |
| RENAISSANCE TECHNOLOGIES LLC | 2026-03-31 | 91,200 | $1.69M | SEC filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2026-03-31 | 5,556 | $103K | SEC filing |
| GABELLI FUNDS LLC | 2026-03-31 | 34,065 | $632K | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 198,845 | $3.69M | SEC filing |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2026-03-31 | 436,892 | $8.1M | SEC filing |
| Curi Capital, LLC | 2026-03-31 | 527,104 | $9.77M | SEC filing |
| HSBC HOLDINGS PLC | 2026-03-31 | 47,109 | $872K | SEC filing |
| Squarepoint Ops LLC | 2026-03-31 | 19,739 | $366K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 19,796 | $367K | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 2,297 | $42.6K | SEC filing |
| CITADEL ADVISORS LLC | 2026-03-31 | 26,697 | $495K | SEC filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2026-03-31 | 46,530 | $863K | SEC filing |
| SALZHAUER MICHAEL | 2026-03-31 | 52,629 | $976K | SEC filing |
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- Allworth Financial LP: 24 shares reported 2025-12-31; 47 shares reported 2026-03-31.
- CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM: 720 shares reported 2025-12-31; 633 shares reported 2026-03-31.
- IFP Advisors, Inc: 25 shares reported 2025-12-31; 25 shares reported 2026-03-31.
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 34,045 shares reported 2025-12-31; 30,906 shares reported 2026-03-31.
- ROTHSCHILD INVESTMENT LLC: 9 shares reported 2025-12-31; 21 shares reported 2026-03-31.
- T. Rowe Price Investment Management, Inc.: 1,316,580 shares reported 2025-12-31; 1,320,945 shares reported 2026-03-31.
- WELLS FARGO & COMPANY/MN: 12,993 shares reported 2025-12-31; 4,356 shares reported 2026-03-31.
- Optiver Holding B.V.: 150 shares reported 2025-12-31; 110 shares reported 2026-03-31.
- Legal & General Group Plc: 1,104 shares reported 2025-12-31; 1,023 shares reported 2026-03-31.
- FIRST MANHATTAN CO. LLC.: 10,000 shares reported 2025-12-31; 10,000 shares reported 2026-03-31.
- SBI Securities Co., Ltd.: 15 shares reported 2025-12-31; 15 shares reported 2026-03-31.
- CITIGROUP INC: 1,101 shares reported 2025-12-31; 1,812 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
60 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among USCB Financial Holdings, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-05-21 · DE LA AGUILERA LUIS: Larger than 24 of the 25 other insider sales of Class A Voting Common Stock on file. SEC filing
- 2025-12-11 · WYCOFF W KIRK: Larger than 23 of the 25 other insider sales of Class A Voting Common Stock on file. SEC filing
- 2025-12-10 · WYCOFF W KIRK: Larger than all 25 other insider sales of Class A Voting Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2024-05-23–2024-05-29: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2024-04-30–2024-05-07: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2022-11-23–2022-11-29: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-11-21–2022-11-23: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-08 | COLLAZO ANDRES · EVP, Operations & IT | Class A Voting Common Stock | S — Open market or private sale | −1,000 | 19.00 | SEC filing |
| 2026-05-21 | DE LA AGUILERA LUIS · President and CEO | Class A Voting Common Stock | S — Open market or private sale | −49,414 | 18.30 | SEC filing |
| 2026-05-20 | DE LA AGUILERA LUIS · President and CEO | Class A Voting Common Stock | S — Open market or private sale | −36,826 | 18.15 | SEC filing |
| 2026-05-19 | DE LA AGUILERA LUIS · President and CEO | Class A Voting Common Stock | S — Open market or private sale | −4,931 | 18.01 | SEC filing |
| 2026-05-18 | DE LA AGUILERA LUIS · President and CEO | Class A Voting Common Stock | S — Open market or private sale | −2,485 | 18.06 | SEC filing |
| 2026-05-15 | DE LA AGUILERA LUIS · President and CEO | Class A Voting Common Stock | S — Open market or private sale | −805 | 18.05 | SEC filing |
| 2026-05-14 | ABADIN RAMON · Director | Class A Voting Common Stock | S — Open market or private sale | −9,000 | 18.21 | SEC filing |
| 2026-05-14 | DE LA AGUILERA LUIS · President and CEO | Class A Voting Common Stock | S — Open market or private sale | −22,883 | 18.20 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-21 | DE LA AGUILERA LUIS · President and CEO | Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −49,414 | SEC filing |
| 2026-05-21 | DE LA AGUILERA LUIS · President and CEO | Class A Voting Common Stock | M — Exercise or conversion of derivative security | +49,414 | SEC filing |
| 2026-05-20 | DE LA AGUILERA LUIS · President and CEO | Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −36,826 | SEC filing |
| 2026-05-20 | DE LA AGUILERA LUIS · President and CEO | Class A Voting Common Stock | M — Exercise or conversion of derivative security | +36,826 | SEC filing |
| 2026-05-19 | DE LA AGUILERA LUIS · President and CEO | Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −4,931 | SEC filing |
| 2026-05-19 | DE LA AGUILERA LUIS · President and CEO | Class A Voting Common Stock | M — Exercise or conversion of derivative security | +4,931 | SEC filing |
| 2026-05-18 | DE LA AGUILERA LUIS · President and CEO | Class A Voting Common Stock | M — Exercise or conversion of derivative security | +2,485 | SEC filing |
| 2026-05-18 | DE LA AGUILERA LUIS · President and CEO | Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −2,485 | SEC filing |
Showing 8 of 31 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-09-16 | WYCOFF W KIRK · Director, 10% owner | Class A Voting Common Stock | D — Disposition to the issuer | −1,250,000 | SEC filing |
| 2025-09-12 | Feinglass Howard · Director, 10% owner | Class A Voting Common Stock | J — Other acquisition or disposition | −50,000 | SEC filing |
| 2025-09-02 | Feinglass Howard · Director, 10% owner | Class A Voting Common Stock | J — Other acquisition or disposition | −500,000 | SEC filing |
| 2025-09-02 | WYCOFF W KIRK · Director, 10% owner | Class A Voting Common Stock | D — Disposition to the issuer | −1,200,000 | SEC filing |
| 2023-02-13 | LEVITAN AIDA · Director | Class A Voting Common Stock | D — Disposition to the issuer | +250 | SEC filing |
| 2023-02-10 | LEVITAN AIDA · Director | Class A Voting Common Stock | D — Disposition to the issuer | +250 | SEC filing |
Showing 6 of 6 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.