United Security BancshareUBFO
13F holders, Q1 2026 (March 31)77holders +5
10new positions
8sold out
2famous investors
$10.50avg. 13F price*
At the end of Q1 2026, 77 institutions reported holding United Security Bancshare (UBFO) in their 13F filings, up 5 from Q4 2025. 10 opened new positions and 8 sold out. The largest holders were Bridgewealth Advisory Group, LLC ($12.6M), Dimensional Fund Advisors LP ($9.7M) and Fourthstone LLC ($7.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- United Security Bancshare
- CUSIP
- 911460103
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.5M |
| Exits | 8 | $484K |
All 13F filers, Q4 2025 → Q1 2026: 586,900 shares bought and 197,505 shares sold, net +389,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Bridgewealth Advisory Group, LLC | 2.62% | Reduce -1.2% | 1,203,437 | $12.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.7% | 926,632 | $9.7M |
| Fourthstone LLC | 1.18% | Add +4.1% | 664,342 | $7.0M |
| BlackRock, Inc. | 0.00% | Add +5.4% | 649,837 | $6.8M |
| Vanguard Capital Management LLC | 0.00% | — | 584,697 | $6.1M |
| Banc Funds Co. LLC | 1.04% | Reduce -0.8% | 532,316 | $5.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -7.2% | 302,780 | $3.2M |
| Glazer Capital, LLC | 0.06% | Add +120.5% | 252,426 | $2.7M |
| Bridgeway Capital Management, LLC | 0.03% | Add +1.6% | 159,771 | $1.7M |
| State Street Corp. | 0.00% | Add +7.1% | 143,023 | $1.5M |
| Renaissance Technologies | 0.00% | Add +28.0% | 113,948 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +14.2% | 101,361 | $1.1M |
| Destination Wealth Management | 0.03% | No change | 94,506 | $993K |
| Millennium Management | 0.00% | Add +502.8% | 94,187 | $990K |
| Alliancebernstein L.P. | 0.00% | New | 92,478 | $931K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 87,522 | $920K |
| American Century Companies Inc. | 0.00% | Reduce -1.5% | 83,365 | $876K |
| Vanguard Portfolio Management LLC | 0.00% | — | 79,980 | $841K |
| Empowered Funds, LLC | 0.01% | New | 73,871 | $776K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.8% | 64,609 | $679K |
| Yakira Capital Management, Inc. | 0.19% | Reduce -2.1% | 60,411 | $635K |
| Barclays PLC | 0.00% | Reduce -12.5% | 58,822 | $618K |
| Morgan Stanley | 0.00% | Add +16.3% | 57,146 | $601K |
| Cerity Partners LLC | 0.00% | Reduce -0.1% | 52,647 | $553K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.2% | 38,820 | $408K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.8% | 36,885 | $388K |
| Planning Center, Inc. | 0.04% | No change | 36,025 | $379K |
| Royal Bank of Canada | 0.00% | Reduce -8.6% | 31,851 | $334K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.0% | 31,021 | $326K |
| Nuveen, LLC | 0.00% | No change | 24,686 | $259K |
| HSBC Holdings PLC | 0.00% | No change | 24,436 | $256K |
| Transmarket Holdings LP | 0.13% | New | 23,422 | $246K |
| Oxford Asset Management LLP | 0.10% | New | 23,131 | $243K |
| Composition Wealth, LLC | 0.00% | No change | 23,000 | $242K |
| Mraz, Amerine & Associates, Inc. | 0.03% | No change | 18,248 | $192K |
| Bank of America Corp. | 0.00% | Reduce -43.4% | 17,120 | $180K |
| Prelude Capital Management, LLC | 0.01% | Add +25.0% | 15,541 | $163K |
| CSS LLC | 0.02% | New | 13,675 | $144K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.6% | 11,541 | $121K |
| Saratoga Research & Investment Management | 0.01% | No change | 11,000 | $116K |
| Rhumbline Advisers | 0.00% | Reduce -1.6% | 10,285 | $108K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 10,065 | $106K |
| New York State Common Retirement Fund | 0.00% | No change | 9,100 | $96K |
| PenderFund Capital Management Ltd. | 0.04% | New | 8,300 | $87K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.7% | 6,573 | $69K |
| Deutsche Bank AG | 0.00% | New | 6,042 | $64K |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.0% | 5,723 | $59K |
| Vanguard Global Advisers, LLC | 0.00% | — | 5,447 | $57K |
| Wells Fargo & Company | 0.00% | Reduce -87.7% | 5,232 | $55K |
| UBS Group AG | 0.00% | Add +7.0% | 4,966 | $52K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,327 | $35K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +137.8% | 2,440 | $26K |
| BNP Paribas Financial Markets | 0.00% | Reduce -53.4% | 2,331 | $24K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,414 | $15K |
| Legal & General Group Plc | 0.00% | No change | 1,247 | $13K |
| Assetmark, Inc. | 0.00% | No change | 827 | $9K |
| California State Teachers Retirement System | 0.00% | Reduce -11.5% | 748 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -59.2% | 710 | $7K |
| Citigroup Inc. | 0.00% | Add +104.8% | 643 | $7K |
| Cwm, LLC | 0.00% | Add +6.0% | 388 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 184 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +148.7% | 184 | $2K |
| GAMMA Investing LLC | 0.00% | Add +84.3% | 153 | $2K |
| FMR LLC | 0.00% | Add +8.0% | 148 | $2K |
| Essential Partners LLC | 0.00% | No change | 91 | $956 |
| Rialto Wealth Management, LLC | 0.00% | New | 50 | $526 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +33.3% | 16 | $169 |
| Allworth Financial LP | 0.00% | Add +87.5% | 15 | $158 |
| True Wealth Design, LLC | 0.00% | No change | 9 | $95 |
| Root Financial Partners, LLC | 0.00% | New | 6 | $63 |
| MAI Capital Management | 0.00% | Add +25.0% | 5 | $53 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 4 | $42 |
| IFP Advisors, Inc | 0.00% | Reduce -57.1% | 3 | $32 |
| Rothschild Investment LLC | 0.00% | No change | 1 | $11 |
| Sunbelt Securities, Inc. | 0.00% | No change | 1 | $11 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $11 |
| Covestor Ltd | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is UBFO's weight in each manager's 13F, not the share of United Security Bancshare the manager owns.