United Security BancshareUBFO
13F holders, Q2 2024 (June 30)45holders +2
4new positions
1sold out
1famous investor
$7.25avg. 13F price*
At the end of Q2 2024, 45 institutions reported holding United Security Bancshare (UBFO) in their 13F filings, up 2 from Q1 2024. 4 opened new positions and 1 sold out. The largest holders were Bridgewealth Advisory Group, LLC ($8.6M), Dimensional Fund Advisors LP ($6.2M) and FJ Capital Management LLC ($4.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $304K |
| Exits | 1 | $586 |
All 13F filers, Q1 2024 → Q2 2024: 61,837 shares bought and 106,690 shares sold, net −44,853 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Bridgewealth Advisory Group, LLC | 3.83% | No change | 1,193,088 | $8.6M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.2% | 850,380 | $6.2M |
| FJ Capital Management LLC | 0.46% | Reduce -1.4% | 606,434 | $4.4M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 559,660 | $4.1M |
| Banc Funds Co. LLC | 0.48% | No change | 559,227 | $4.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.0% | 219,104 | $1.6M |
| Bridgeway Capital Management, LLC | 0.02% | Add +2.5% | 132,889 | $963K |
| Geode Capital Management, LLC | 0.00% | Add +4.2% | 131,108 | $951K |
| BlackRock Inc. | 0.00% | Add +0.7% | 117,804 | $854K |
| Renaissance Technologies | 0.00% | Reduce -1.1% | 94,948 | $688K |
| Destination Wealth Management | 0.02% | No change | 94,506 | $685K |
| Susquehanna International Group, LLP | 0.00% | Add +2.4% | 88,341 | $640K |
| American Century Companies Inc. | 0.00% | No change | 84,805 | $615K |
| Private Wealth Advisors, LLC | 0.26% | Add +1.6% | 81,811 | $591K |
| Kennedy Capital Management LLC | 0.01% | Reduce -0.3% | 77,868 | $565K |
| Empowered Funds, LLC | 0.01% | Add +7.4% | 46,789 | $339K |
| Fourthstone LLC | 0.10% | New | 41,389 | $300K |
| Planning Center, Inc. | 0.03% | No change | 36,025 | $261K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.7% | 35,306 | $256K |
| State Street Corp. | 0.00% | Add +2.3% | 31,760 | $230K |
| Salzhauer Michael | 0.16% | No change | 27,071 | $196K |
| Jane Street Group, LLC | 0.00% | Reduce -58.4% | 26,807 | $194K |
| Barclays PLC | 0.00% | No change | 25,405 | $184K |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 23,282 | $169K |
| Mraz, Amerine & Associates, Inc. | 0.03% | No change | 19,862 | $144K |
| Morgan Stanley | 0.00% | Reduce -4.7% | 19,335 | $140K |
| Citigroup Inc. | 0.00% | Reduce -25.5% | 14,521 | $105K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.2% | 13,613 | $99K |
| HSBC Holdings PLC | 0.00% | No change | 13,388 | $98K |
| Composition Wealth, LLC | 0.00% | Reduce -7.1% | 13,000 | $94K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -26.8% | 11,833 | $86K |
| Saratoga Research & Investment Management | 0.00% | No change | 11,000 | $80K |
| Ritholtz Wealth Management | 0.00% | Reduce -4.5% | 10,310 | $75K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 10,065 | $73K |
| Royal Bank of Canada | 0.00% | No change | 9,300 | $67K |
| LSV Asset Management | 0.00% | No change | 4,900 | $36K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +49.7% | 1,651 | $12K |
| UBS Group AG | 0.00% | Add +1974.7% | 1,473 | $11K |
| Cwm, LLC | 0.00% | No change | 1,398 | $10K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -97.9% | 702 | $5K |
| Innealta Capital, LLC | 0.00% | New | 433 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 125 | $906 |
| Bank of America Corp. | 0.00% | Reduce -90.3% | 116 | $841 |
| JPMorgan Chase & Co. | 0.00% | No change | 93 | $674 |
| Osaic Holdings, Inc. | 0.00% | New | 34 | $247 |
"% of holder's portfolio" is UBFO's weight in each manager's 13F, not the share of United Security Bancshare the manager owns.