United Security BancshareUBFO
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 50 institutions reported holding United Security Bancshare (UBFO) in their 13F filings, up 5 from Q3 2024. 8 opened new positions and 4 sold out. The largest holders were Bridgewealth Advisory Group, LLC ($12.3M), Dimensional Fund Advisors LP ($8.9M) and Vanguard Group Inc. ($6.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.3M |
| Exits | 4 | $167K |
All 13F filers, Q3 2024 → Q4 2024: 685,565 shares bought and 131,521 shares sold, net +554,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Bridgewealth Advisory Group, LLC | 3.47% | Add +2.5% | 1,217,932 | $12.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.7% | 884,683 | $8.9M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 670,165 | $6.8M |
| Banc Funds Co. LLC | 0.63% | No change | 573,139 | $5.7M |
| Fourthstone LLC | 0.63% | Add +87.3% | 321,245 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +242.4% | 155,563 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +20.8% | 146,951 | $1.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.4% | 145,254 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -20.4% | 143,404 | $1.4M |
| Bridgeway Capital Management, LLC | 0.03% | Add +0.3% | 135,640 | $1.4M |
| Renaissance Technologies | 0.00% | Reduce -24.5% | 104,292 | $1.1M |
| Destination Wealth Management | 0.03% | No change | 94,506 | $955K |
| American Century Companies Inc. | 0.00% | No change | 84,805 | $857K |
| Rhino Investment Partners, Inc | 0.19% | New | 83,621 | $845K |
| Kennedy Capital Management LLC | 0.02% | No change | 77,868 | $786K |
| Qube Research & Technologies Ltd | 0.00% | Add +92.2% | 65,935 | $666K |
| Cerity Partners LLC | 0.00% | New | 52,872 | $534K |
| Private Wealth Advisors, LLC | 0.23% | Reduce -38.0% | 51,481 | $520K |
| Empowered Funds, LLC | 0.01% | Add +4.8% | 51,540 | $514K |
| Millennium Management | 0.00% | Add +330.9% | 47,013 | $475K |
| Barclays PLC | 0.00% | Add +36.4% | 38,986 | $394K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.4% | 36,335 | $367K |
| 683 Capital Management, LLC | 0.04% | New | 36,316 | $367K |
| Goldman Sachs Group Inc. | 0.00% | Add +123.9% | 36,239 | $366K |
| Planning Center, Inc. | 0.05% | No change | 36,025 | $364K |
| State Street Corp. | 0.00% | Add +7.8% | 34,233 | $346K |
| Northern Trust Corp. | 0.00% | Add +11.1% | 25,742 | $260K |
| Composition Wealth, LLC | 0.00% | Add +43.8% | 23,000 | $232K |
| Morgan Stanley | 0.00% | Add +19.8% | 21,972 | $222K |
| Mraz, Amerine & Associates, Inc. | 0.03% | No change | 18,248 | $184K |
| Salzhauer Michael | 0.09% | Reduce -32.8% | 18,181 | $184K |
| Jane Street Group, LLC | 0.00% | New | 17,394 | $176K |
| Citigroup Inc. | 0.00% | Add +6.5% | 17,033 | $172K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 15,758 | $159K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.2% | 15,206 | $154K |
| HSBC Holdings PLC | 0.00% | Add +5.0% | 14,903 | $152K |
| UBS Group AG | 0.00% | Add +0.8% | 14,009 | $141K |
| Royal Bank of Canada | 0.00% | Add +32.3% | 12,300 | $124K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 11,908 | $120K |
| Saratoga Research & Investment Management | 0.01% | No change | 11,000 | $111K |
| Balyasny Asset Management L.P. | 0.00% | New | 10,684 | $108K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 10,065 | $102K |
| LSV Asset Management | 0.00% | No change | 4,900 | $49K |
| Bank of America Corp. | 0.00% | Add +1292.4% | 3,648 | $37K |
| Cwm, LLC | 0.00% | Reduce -60.1% | 558 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +178.9% | 318 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 93 | $939 |
| BNP Paribas Financial Markets | 0.00% | New | 39 | $394 |
| SBI Securities Co., Ltd. | 0.00% | — | 2 | $20 |
| Wells Fargo & Company | 0.00% | No change | 1 | $9 |
"% of holder's portfolio" is UBFO's weight in each manager's 13F, not the share of United Security Bancshare the manager owns.