Curi Capital, LLC USCB — USCB FINANCIAL HOLDINGS INC

Ownership history in Curi Capital, LLC  ·  15 quarters on record

AI Ownership Summary

Curi Capital, LLC reported USCB FINANCIAL HOLDINGS INC (USCB) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.26% in 2025 Q1. The latest visible filing shows USCB at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Curi Capital, LLC's position in USCB FINANCIAL HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

USCB was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USCB stock page Curi Capital, LLC fund profile Curi Capital, LLC full holdings
How Curi Capital, LLC held USCB — position size vs. price
% of Fund (quarterly)    USCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 527,104 +78,458 +17.5% 0.17% $9.8M 2026-05-15 $17.95
2025 Q4 ADDED — — — 448,646 +10 +0.0% 0.14% $8.3M 2026-02-17 $19.87
2025 Q3 REDUCED 21.4% +7.8% ❌ 448,636 -122,000 -21.4% 0.14% $7.8M 2025-11-13 $17.72
2025 Q2 UNCHANGED — — — 570,636 — 0% 0.18% $9.4M 2025-08-14 $17.07
2025 Q1 UNCHANGED — — — 570,636 — 0% 0.26% $10.6M 2025-05-15 $16.97
2024 Q4 UNCHANGED — — — 570,636 — 0% 0.23% $10.1M 2025-02-13 $18.70
2024 Q3 REDUCED 6.5% +17.4% ❌ 570,636 -39,500 -6.5% 0.20% $8.7M 2024-11-06 $18.75
2024 Q2 REDUCED 12.3% +19.3% ❌ 610,136 -85,530 -12.3% 0.19% $7.8M 2024-08-13 $14.15
2024 Q1 UNCHANGED — — — 695,666 — 0% 0.18% $7.9M 2024-05-15 $11.90
2023 Q4 REDUCED 16.0% -9.2% ✅ 695,666 -132,603 -16.0% 0.26% $8.5M 2024-02-14 $10.56
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USCB

As of 2026 Q1 — sorted by position size

Patriot Financial Partners GP II, L.P. 8.86% ENDEAVOUR CAPITAL ADVISORS INC 3Y 7Y 4.31% Elizabeth Park Capital Advisors, Ltd. 3Y 7Y 1.58% Pacific Ridge Capital Partners, LLC 3Y 7Y 1.37% Daytona Street Capital LLC 0.51% MALTESE CAPITAL MANAGEMENT LLC 3Y 7Y 0.49% SALZHAUER MICHAEL 3Y 7Y 0.46% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.38% BANC FUNDS CO LLC 3Y 7Y 0.33% ELCO Management Co., LLC 3Y 7Y 0.19%

FAQ About Curi Capital, LLC and USCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Curi Capital, LLC reported owning USCB?

Curi Capital, LLC reported USCB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported USCB position in Curi Capital, LLC's portfolio?

The largest reported portfolio weight for USCB was 0.26% in 2025 Q1.

What is the latest reported USCB position on this page?

The most recent filing on this page is 2026 Q1, when Curi Capital, LLC reported 527,104 shares, equal to 0.17% of portfolio, with an estimated market value of $9.8M.

What does the chart on this USCB ownership page compare?

The chart compares Curi Capital, LLC's quarterly USCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Curi Capital, LLC time their USCB position?

Based on 13F filing dates vs. subsequent USCB price moves, Curi Capital, LLC correctly timed 1 out of 7 reported position changes (14%). The annualised alpha on USCB relative to SPY over the holding period was -9.2%.

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