United Security BancshareUBFO
13F holders, Q1 2024 (March 31)43holders
1famous investor
$7.71avg. 13F price*
At the end of Q1 2024, 43 institutions reported holding United Security Bancshare (UBFO) in their 13F filings. The largest holders were Bridgewealth Advisory Group, LLC ($9.2M), Dimensional Fund Advisors LP ($6.6M) and FJ Capital Management LLC ($4.7M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- United Security Bancshare
- CUSIP
- 911460103
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $773K |
| Exits | 3 | $636K |
Ownership 43 holders
| Bridgewealth Advisory Group, LLC | 4.51% | Reduce -0.1% | 1,193,088 | $9.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.5% | 851,815 | $6.6M |
| FJ Capital Management LLC | 0.48% | No change | 615,032 | $4.7M |
| Banc Funds Co. LLC | 0.49% | Reduce -0.9% | 559,227 | $4.3M |
| Vanguard Group Inc. | 0.00% | Add +2.7% | 558,965 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.2% | 230,718 | $1.8M |
| Bridgeway Capital Management, LLC | 0.02% | Add +2.5% | 129,649 | $1000K |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 125,799 | $970K |
| BlackRock Inc. | 0.00% | Add +15.0% | 117,047 | $902K |
| Renaissance Technologies | 0.00% | Reduce -0.8% | 96,044 | $740K |
| Destination Wealth Management | 0.02% | No change | 94,506 | $729K |
| Susquehanna International Group, LLP | 0.00% | New | 86,286 | $665K |
| American Century Companies Inc. | 0.00% | No change | 84,805 | $654K |
| Private Wealth Advisors, LLC | 0.26% | Add +1.5% | 80,512 | $621K |
| Kennedy Capital Management LLC | 0.01% | Add +33.6% | 78,141 | $602K |
| Jane Street Group, LLC | 0.00% | Add +172.8% | 64,371 | $496K |
| Empowered Funds, LLC | 0.01% | Add +7.8% | 43,549 | $336K |
| Planning Center, Inc. | 0.06% | No change | 36,025 | $278K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.5% | 34,728 | $268K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -15.1% | 33,781 | $260K |
| State Street Corp. | 0.00% | No change | 31,060 | $239K |
| Salzhauer Michael | 0.17% | Add +6.7% | 27,071 | $209K |
| Barclays PLC | 0.00% | Reduce -1.9% | 25,405 | $196K |
| Northern Trust Corp. | 0.00% | Add +0.1% | 23,304 | $180K |
| Morgan Stanley | 0.00% | Add +8.9% | 20,291 | $156K |
| Mraz, Amerine & Associates, Inc. | 0.03% | No change | 19,862 | $153K |
| Citigroup Inc. | 0.00% | Reduce -13.2% | 19,493 | $150K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -2.3% | 16,160 | $125K |
| Composition Wealth, LLC | 0.00% | New | 14,000 | $108K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.9% | 13,580 | $105K |
| HSBC Holdings PLC | 0.00% | No change | 13,388 | $103K |
| Saratoga Research & Investment Management | 0.00% | No change | 11,000 | $85K |
| Ritholtz Wealth Management | 0.00% | Reduce -1.8% | 10,794 | $83K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 10,065 | $78K |
| Royal Bank of Canada | 0.00% | No change | 9,300 | $72K |
| LSV Asset Management | 0.00% | No change | 4,900 | $38K |
| Cwm, LLC | 0.00% | No change | 1,398 | $11K |
| Bank of America Corp. | 0.00% | Reduce -86.5% | 1,200 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +46.1% | 1,103 | $9K |
| Wells Fargo & Company | 0.00% | Add +1.9% | 110 | $844 |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.4% | 93 | $717 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 76 | $586 |
| UBS Group AG | 0.00% | Reduce -97.6% | 71 | $547 |
"% of holder's portfolio" is UBFO's weight in each manager's 13F, not the share of United Security Bancshare the manager owns.