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 63 institutions that hold shares in the stock, with a total of 5.84 Million shares, which have been reported (via 13F filing form) to have a value of $56.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
1,218,400
shares
|
$11.8 Million
2.63% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
916,136
shares
|
$8.89 Million
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
753,228
shares
|
$7.31 Million
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Fourthstone LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
555,820
shares
|
$5.39 Million
1.44% of portfolio
|
Q3 2025
Added 11.72%
|
|
|
Banc Funds CO LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
536,316
shares
|
$5.2 Million
1.19% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
328,219
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
150,020
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
132,311
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
117,804
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Added 0.65%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
100,506
shares
|
$974,908
0.03% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
98,942
shares
|
$959,737
0.0% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
84,805
shares
|
$822,608
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
78,248
shares
|
$759,005
0.0% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
64,120
shares
|
$621,964
0.01% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
53,184
shares
|
$515,884
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
51,250
shares
|
$497,124
0.0% of portfolio
|
Q3 2025
Reduced 15.23%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
50,444
shares
|
$489,306
0.16% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
41,387
shares
|
$401,453
0.0% of portfolio
|
Q3 2025
Added 65.06%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
40,451
shares
|
$392,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
37,851
shares
|
$367,154
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
36,025
shares
|
$349,442
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
33,900
shares
|
$328,830
0.0% of portfolio
|
Q3 2025
Reduced 33.25%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
33,773
shares
|
$327,598
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
28,710
shares
|
$278,487
0.0% of portfolio
|
Q3 2025
Added 91.8%
|
|
|
Salzhauer Michael
|
Oct 20, 2025 Q3 2025 |
27,985
shares
|
$271,454
0.1% of portfolio
|
Q3 2025
Added 53.92%
|
|