Cross-institution positioning
Aug 14, 2026Accumulation leaning. 1 accumulating across 1 comparable institution.
Source: Schedule 13 researchUSCB FINANCIAL HOLDINGS, INC.
Latest stored close $21.98 as of Oct 7, 2026 View live quote ↗
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
Accumulation leaning. 1 accumulating across 1 comparable institution.
Source: Schedule 13 research2 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsOver the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/53 non-amendment material events in the last 90 days; Latest classified evidence: Regulation FD disclosure. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataNet income +11.5% YoY; Free cash flow +20.2% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsRecent close is 91% through its reported 52-week range; +34.7% over one year.
Source: Stored historical price seriesFiled Aug 14, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
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The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
See each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Comparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Compare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Jul 6, 2026 | Garrido Sergio E. | AGrant, award, or other acquisition | Class A Voting Common Stock | 15.0K | $0.00 | Direct | Jul 9, 2026 |
| Jun 8, 2026 | COLLAZO ANDRES | SOpen-market or private sale | Class A Voting Common Stock | 1.0K | $19.00 | Direct | Jun 8, 2026 |
| May 21, 2026 | DE LA AGUILERA LUIS | MExercise or conversion of derivative · derivative | Stock Option (Right to Buy) | 49.4K | $0.00 | Direct | May 22, 2026 |
| May 21, 2026 | DE LA AGUILERA LUIS | SOpen-market or private sale | Class A Voting Common Stock | 49.4K | $18.30 | Direct | May 22, 2026 |
| May 21, 2026 | DE LA AGUILERA LUIS | MExercise or conversion of derivative | Class A Voting Common Stock | 49.4K | $12.05 | Direct | May 22, 2026 |
| May 20, 2026 | DE LA AGUILERA LUIS | MExercise or conversion of derivative · derivative | Stock Option (Right to Buy) | 36.8K | $0.00 | Direct | May 21, 2026 |
| May 20, 2026 | DE LA AGUILERA LUIS | SOpen-market or private sale | Class A Voting Common Stock | 36.8K | $18.15 | Direct | May 21, 2026 |
| May 20, 2026 | DE LA AGUILERA LUIS | MExercise or conversion of derivative | Class A Voting Common Stock | 36.8K | $12.05 | Direct | May 21, 2026 |
| May 19, 2026 | DE LA AGUILERA LUIS | MExercise or conversion of derivative · derivative | Stock Option (Right to Buy) | 4.9K | $0.00 | Direct | May 21, 2026 |
| May 19, 2026 | DE LA AGUILERA LUIS | SOpen-market or private sale | Class A Voting Common Stock | 4.9K | $18.01 | Direct | May 21, 2026 |
| May 19, 2026 | DE LA AGUILERA LUIS | MExercise or conversion of derivative | Class A Voting Common Stock | 4.9K | $12.05 | Direct | May 21, 2026 |
| May 18, 2026 | DE LA AGUILERA LUIS | MExercise or conversion of derivative · derivative | Stock Option (Right to Buy) | 2.5K | $0.00 | Direct | May 19, 2026 |
| May 18, 2026 | DE LA AGUILERA LUIS | SOpen-market or private sale | Class A Voting Common Stock | 2.5K | $18.06 | Direct | May 19, 2026 |
| May 18, 2026 | DE LA AGUILERA LUIS | MExercise or conversion of derivative | Class A Voting Common Stock | 2.5K | $12.05 | Direct | May 19, 2026 |
| May 15, 2026 | DE LA AGUILERA LUIS | MExercise or conversion of derivative · derivative | Stock Option (Right to Buy) | 805 | $0.00 | Direct | May 19, 2026 |
| May 15, 2026 | DE LA AGUILERA LUIS | SOpen-market or private sale | Class A Voting Common Stock | 805 | $18.05 | Direct | May 19, 2026 |
| May 15, 2026 | DE LA AGUILERA LUIS | MExercise or conversion of derivative | Class A Voting Common Stock | 805 | $12.05 | Direct | May 19, 2026 |
| May 14, 2026 | DE LA AGUILERA LUIS | MExercise or conversion of derivative · derivative | Stock Option (Right to Buy) | 22.9K | $0.00 | Direct | May 15, 2026 |
| May 14, 2026 | DE LA AGUILERA LUIS | SOpen-market or private sale | Class A Voting Common Stock | 22.9K | $18.20 | Direct | May 15, 2026 |
| May 14, 2026 | DE LA AGUILERA LUIS | MExercise or conversion of derivative | Class A Voting Common Stock | 22.9K | $12.05 | Direct | May 15, 2026 |
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Jul 28, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jul 23, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jul 20, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jun 1, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| May 27, 2026 | 8-K | 5.07, 8.01, 9.01 | Shareholder vote results; Other event; Financial statements / exhibits | — | Filing |
| May 1, 2026 | 8-K | 1.02, 9.01 | Termination of material agreement; Financial statements / exhibits | — | Filing |
| Apr 23, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Apr 20, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Apr 8, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Feb 4, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Jan 30, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Jan 22, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Dated price context from the historical market series already collected for this security.
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Investment Management CIK0001897612 | Jun 30, 2026 observed Aug 14, 2026 filed · 45d Schedule 13G amendment | Reported accumulation | 1.6M +252.2K | 8.60% -3.40 pts | $20.46 | $22.47 | $21.98 |
| T. Rowe Price Investment Management CIK0001897612 | Dec 31, 2025 observed Feb 17, 2026 filed · 48d Schedule 13G amendment | Reported accumulation | 1.3M +66.6K | 12.00% 0.00 pts | $18.42 | $19.87 | $21.98 |
| T. Rowe Price Investment Management CIK0001897612 | Sep 30, 2025 quarter end Nov 14, 2025 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 1.2M | $21.98 |
Compare USCB with other securities showing similar institutional activity or recent accumulation across several tracked institutions.