Institutional Ownership United Security Bancshares (UBFO)
This table provides information about the institutional ownership of United Security Bancshares (UBFO). We have compiled data on the 47 institutions that hold shares in the stock, with a total of 5.07 Million shares, which have been reported (via 13F filing form) to have a value of $50.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
1,188,351
shares
|
$12.2 Million
3.76% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
869,924
shares
|
$8.93 Million
0.0% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
668,196
shares
|
$6.86 Million
0.0% of portfolio
|
Q3 2024
Added 19.39%
|
|
|
Banc Funds CO LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
573,139
shares
|
$5.88 Million
0.73% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
180,104
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.8%
|
|
|
Fourthstone LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
171,540
shares
|
$1.76 Million
0.58% of portfolio
|
Q3 2024
Added 314.46%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
145,776
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
138,062
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 45.41%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
135,301
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
117,804
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
94,506
shares
|
$969,631
0.03% of portfolio
|
Q4 2019
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
84,805
shares
|
$870,099
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
83,044
shares
|
$852,031
0.28% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
77,868
shares
|
$798,925
0.02% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
49,201
shares
|
$504,802
0.01% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
45,435
shares
|
$466,163
0.0% of portfolio
|
Q3 2024
Reduced 48.57%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
36,025
shares
|
$369,616
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
35,840
shares
|
$367,718
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
34,303
shares
|
$351,948
0.0% of portfolio
|
Q3 2024
Added 4786.47%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
33,773
shares
|
$346,510
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
31,760
shares
|
$325,857
0.0% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
28,576
shares
|
$293,189
0.0% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
Salzhauer Michael
|
Nov 07, 2024 Q3 2024 |
27,071
shares
|
$277,748
0.11% of portfolio
|
Q1 2024
Added 6.7%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
23,168
shares
|
$237,703
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
18,342
shares
|
$188,188
0.0% of portfolio
|
Q3 2024
Reduced 5.14%
|