United Security BancshareUBFO
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 54 institutions reported holding United Security Bancshare (UBFO) in their 13F filings, up 2 from Q1 2025. 15 opened new positions and 13 sold out. The largest holders were Bridgewealth Advisory Group, LLC ($10.5M), Dimensional Fund Advisors LP ($7.9M) and Vanguard Group Inc. ($6.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- United Security Bancshare
- CUSIP
- 911460103
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.9M |
| Exits | 13 | $2.8M |
All 13F filers, Q1 2025 → Q2 2025: 2,456,347 shares bought and 706,797 shares sold, net +1,749,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Bridgewealth Advisory Group, LLC | 2.68% | New | 1,218,380 | $10.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.1% | 914,699 | $7.9M |
| Vanguard Group Inc. | 0.00% | Add +11.8% | 749,577 | $6.5M |
| Banc Funds Co. LLC | 0.70% | Reduce -1.7% | 536,316 | $4.6M |
| BlackRock, Inc. | 0.00% | Add +247.0% | 515,531 | $4.5M |
| Fourthstone LLC | 0.84% | Add +53.7% | 497,500 | $4.3M |
| Geode Capital Management, LLC | 0.00% | Add +119.5% | 327,068 | $2.8M |
| Bridgeway Capital Management, LLC | 0.03% | Add +1.4% | 143,441 | $1.2M |
| State Street Corp. | 0.00% | Add +265.1% | 124,989 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.7% | 105,471 | $912K |
| Northern Trust Corp. | 0.00% | Add +270.4% | 102,223 | $884K |
| Destination Wealth Management | 0.02% | No change | 94,506 | $817K |
| Renaissance Technologies | 0.00% | Add +8.2% | 92,048 | $796K |
| American Century Companies Inc. | 0.00% | No change | 84,805 | $734K |
| Barclays PLC | 0.00% | Add +77.8% | 60,456 | $523K |
| Empowered Funds, LLC | 0.01% | Add +3.5% | 57,541 | $498K |
| Cerity Partners LLC | 0.00% | No change | 52,872 | $457K |
| Private Wealth Advisors, LLC | 0.17% | Add +0.1% | 51,556 | $446K |
| Morgan Stanley | 0.00% | Add +64.6% | 50,785 | $439K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 40,451 | $350K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.5% | 37,332 | $323K |
| Planning Center, Inc. | 0.03% | No change | 36,025 | $312K |
| Bank of New York Mellon Corp | 0.00% | New | 31,895 | $276K |
| Royal Bank of Canada | 0.00% | Add +48.0% | 25,750 | $223K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -57.9% | 25,074 | $217K |
| Nuveen, LLC | 0.00% | New | 24,686 | $214K |
| Composition Wealth, LLC | 0.00% | No change | 23,000 | $199K |
| Millennium Management | 0.00% | Reduce -90.8% | 19,961 | $173K |
| Mraz, Amerine & Associates, Inc. | 0.03% | No change | 18,248 | $158K |
| Salzhauer Michael | 0.10% | No change | 18,181 | $157K |
| HSBC Holdings PLC | 0.00% | Add +42.9% | 17,269 | $148K |
| Bank of America Corp. | 0.00% | Add +1045.3% | 14,969 | $129K |
| Rhumbline Advisers | 0.00% | New | 13,810 | $119K |
| Citadel Advisors | 0.00% | New | 13,771 | $119K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -11.9% | 13,401 | $116K |
| New York State Common Retirement Fund | 0.00% | New | 12,000 | $104K |
| Saratoga Research & Investment Management | 0.01% | No change | 11,000 | $95K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 10,065 | $87K |
| Wells Fargo & Company | 0.00% | Add +888500.0% | 8,886 | $77K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 7,565 | $65K |
| JPMorgan Chase & Co. | 0.00% | Add +7061.3% | 6,660 | $58K |
| UBS Group AG | 0.00% | Reduce -52.5% | 5,680 | $49K |
| LSV Asset Management | 0.00% | No change | 4,900 | $42K |
| Citigroup Inc. | 0.00% | Reduce -67.5% | 4,647 | $40K |
| BNP Paribas Financial Markets | 0.00% | New | 3,402 | $29K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 3,327 | $29K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 1,414 | $12K |
| Legal & General Group Plc | 0.00% | New | 1,247 | $11K |
| California State Teachers Retirement System | 0.00% | New | 864 | $7K |
| Amalgamated Bank | 0.00% | New | 473 | $4K |
| Sterling Capital Management LLC | 0.00% | New | 374 | $3K |
| Osaic Holdings, Inc. | 0.00% | No change | 156 | $953 |
| SBI Securities Co., Ltd. | 0.00% | Add +150.0% | 5 | $43 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 3 | $26 |
"% of holder's portfolio" is UBFO's weight in each manager's 13F, not the share of United Security Bancshare the manager owns.