United Security BancshareUBFO
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 45 institutions reported holding United Security Bancshare (UBFO) in their 13F filings, unchanged from Q2 2024. 4 opened new positions and 5 sold out. The largest holders were Bridgewealth Advisory Group, LLC ($10.4M), Dimensional Fund Advisors LP ($7.6M) and Vanguard Group Inc. ($5.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $261K |
| Exits | 5 | $4.7M |
All 13F filers, Q2 2024 → Q3 2024: 427,200 shares bought and 735,010 shares sold, net −307,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Bridgewealth Advisory Group, LLC | 3.77% | Reduce -0.4% | 1,188,351 | $10.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.3% | 869,924 | $7.6M |
| Vanguard Group Inc. | 0.00% | Add +19.4% | 668,196 | $5.8M |
| Banc Funds Co. LLC | 0.54% | Add +2.5% | 573,139 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -17.8% | 180,104 | $1.6M |
| Fourthstone LLC | 0.33% | Add +314.5% | 171,540 | $1.5M |
| Geode Capital Management, LLC | 0.00% | Add +11.2% | 145,776 | $1.3M |
| Renaissance Technologies | 0.00% | Add +45.4% | 138,062 | $1.2M |
| Bridgeway Capital Management, LLC | 0.03% | Add +1.8% | 135,301 | $1.2M |
| BlackRock, Inc. | 0.00% | — | 121,614 | $1.1M |
| Destination Wealth Management | 0.03% | No change | 94,506 | $823K |
| American Century Companies Inc. | 0.00% | No change | 84,805 | $739K |
| Private Wealth Advisors, LLC | 0.29% | Add +1.5% | 83,044 | $716K |
| Kennedy Capital Management LLC | 0.01% | No change | 77,868 | $678K |
| Empowered Funds, LLC | 0.01% | Add +5.2% | 49,201 | $429K |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.6% | 45,435 | $396K |
| Planning Center, Inc. | 0.04% | No change | 36,025 | $314K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.5% | 35,840 | $312K |
| Qube Research & Technologies Ltd | 0.00% | Add +4786.5% | 34,303 | $299K |
| State Street Corp. | 0.00% | No change | 31,760 | $277K |
| Barclays PLC | 0.00% | Add +12.5% | 28,576 | $249K |
| Salzhauer Michael | 0.15% | No change | 27,071 | $236K |
| Northern Trust Corp. | 0.00% | Reduce -0.5% | 23,168 | $202K |
| Morgan Stanley | 0.00% | Reduce -5.1% | 18,342 | $160K |
| Mraz, Amerine & Associates, Inc. | 0.03% | Reduce -8.1% | 18,248 | $159K |
| Goldman Sachs Group Inc. | 0.00% | Add +18.9% | 16,185 | $141K |
| Composition Wealth, LLC | 0.00% | Add +23.1% | 16,000 | $139K |
| Citigroup Inc. | 0.00% | Add +10.2% | 15,997 | $139K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +28.8% | 15,239 | $130K |
| Citadel Advisors | 0.00% | New | 14,534 | $127K |
| HSBC Holdings PLC | 0.00% | Add +6.0% | 14,192 | $124K |
| UBS Group AG | 0.00% | Add +843.7% | 13,901 | $121K |
| Saratoga Research & Investment Management | 0.00% | No change | 11,000 | $96K |
| Millennium Management | 0.00% | New | 10,910 | $95K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 10,065 | $88K |
| Royal Bank of Canada | 0.00% | No change | 9,300 | $81K |
| LSV Asset Management | 0.00% | No change | 4,900 | $43K |
| Archvest Wealth Advisors, Inc. | 0.03% | New | 4,559 | $40K |
| Cwm, LLC | 0.00% | No change | 1,398 | $12K |
| Bank of America Corp. | 0.00% | Add +125.9% | 262 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.1% | 114 | $993 |
| JPMorgan Chase & Co. | 0.00% | No change | 93 | $810 |
| Osaic Holdings, Inc. | 0.00% | No change | 34 | $296 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $6 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 76 | $0 |
"% of holder's portfolio" is UBFO's weight in each manager's 13F, not the share of United Security Bancshare the manager owns.