United Security BancshareUBFO
13F holders, Q3 2025 (September 30)65holders +11
11new positions
1sold out
2famous investors
$9.29avg. 13F price*
At the end of Q3 2025, 65 institutions reported holding United Security Bancshare (UBFO) in their 13F filings, up 11 from Q2 2025. 11 opened new positions and 1 sold out. The largest holders were Bridgewealth Advisory Group, LLC ($11.4M), Dimensional Fund Advisors LP ($8.5M) and Vanguard Group Inc. ($7.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $126K |
| Exits | 1 | $119K |
All 13F filers, Q2 2025 → Q3 2025: 158,252 shares bought and 153,867 shares sold, net +4,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Bridgewealth Advisory Group, LLC | 2.64% | Add +0.0% | 1,218,400 | $11.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.2% | 916,136 | $8.5M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 753,228 | $7.0M |
| Fourthstone LLC | 0.93% | Add +11.7% | 555,820 | $5.2M |
| Banc Funds Co. LLC | 0.87% | No change | 536,316 | $5.0M |
| BlackRock, Inc. | 0.00% | Reduce -0.7% | 512,105 | $4.8M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 328,219 | $3.1M |
| Bridgeway Capital Management, LLC | 0.03% | Add +4.6% | 150,020 | $1.4M |
| State Street Corp. | 0.00% | Add +5.9% | 132,311 | $1.2M |
| Destination Wealth Management | 0.03% | Add +6.3% | 100,506 | $938K |
| Northern Trust Corp. | 0.00% | Reduce -3.2% | 98,942 | $923K |
| American Century Companies Inc. | 0.00% | No change | 84,805 | $791K |
| Renaissance Technologies | 0.00% | Reduce -15.0% | 78,248 | $730K |
| Empowered Funds, LLC | 0.01% | Add +11.4% | 64,120 | $598K |
| Cerity Partners LLC | 0.00% | Add +0.6% | 53,184 | $496K |
| Barclays PLC | 0.00% | Reduce -15.2% | 51,250 | $478K |
| Private Wealth Advisors, LLC | 0.18% | Reduce -2.2% | 50,444 | $471K |
| Goldman Sachs Group Inc. | 0.00% | Add +65.1% | 41,387 | $386K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 40,451 | $377K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.4% | 37,851 | $353K |
| Planning Center, Inc. | 0.04% | No change | 36,025 | $336K |
| Morgan Stanley | 0.00% | Reduce -33.3% | 33,900 | $316K |
| Bank of New York Mellon Corp | 0.00% | Add +5.2% | 33,560 | $313K |
| Bank of America Corp. | 0.00% | Add +91.8% | 28,710 | $268K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.2% | 27,262 | $254K |
| Royal Bank of Canada | 0.00% | Add +0.7% | 25,917 | $242K |
| Nuveen, LLC | 0.00% | No change | 24,686 | $230K |
| Composition Wealth, LLC | 0.00% | No change | 23,000 | $215K |
| Millennium Management | 0.00% | Add +12.2% | 22,386 | $209K |
| Mraz, Amerine & Associates, Inc. | 0.03% | No change | 18,248 | $170K |
| HSBC Holdings PLC | 0.00% | Reduce -16.7% | 14,391 | $134K |
| Rhumbline Advisers | 0.00% | Reduce -7.5% | 12,770 | $119K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -7.7% | 12,373 | $115K |
| Deutsche Bank AG | 0.00% | New | 11,845 | $111K |
| Saratoga Research & Investment Management | 0.01% | No change | 11,000 | $103K |
| Wells Fargo & Company | 0.00% | Add +19.5% | 10,616 | $99K |
| JPMorgan Chase & Co. | 0.00% | Add +52.0% | 10,125 | $94K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 10,065 | $94K |
| New York State Common Retirement Fund | 0.00% | Reduce -24.2% | 9,100 | $85K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -14.4% | 6,474 | $60K |
| BNP Paribas Financial Markets | 0.00% | Add +46.4% | 4,982 | $46K |
| LSV Asset Management | 0.00% | No change | 4,900 | $46K |
| UBS Group AG | 0.00% | Reduce -13.2% | 4,928 | $46K |
| Salzhauer Michael | 0.02% | Add +53.9% | 27,985 | $39K |
| KERR FINANCIAL PLANNING Corp | 0.05% | — | 3,431 | $33K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,327 | $31K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,414 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +43766.7% | 1,316 | $12K |
| Legal & General Group Plc | 0.00% | No change | 1,247 | $12K |
| Russell Investments Group, Ltd. | 0.00% | New | 1,147 | $11K |
| Sterling Capital Management LLC | 0.00% | Add +155.3% | 955 | $9K |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 865 | $8K |
| Amalgamated Bank | 0.00% | No change | 473 | $4K |
| Cwm, LLC | 0.00% | New | 327 | $3K |
| Citigroup Inc. | 0.00% | Reduce -96.5% | 161 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 156 | $953 |
| Arax Advisory Partners | 0.00% | New | 101 | $942 |
| Essential Partners LLC | 0.00% | New | 81 | $756 |
| FMR LLC | 0.00% | New | 14 | $131 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 13 | $121 |
| True Wealth Design, LLC | 0.00% | New | 10 | $94 |
| Allworth Financial LP | 0.00% | New | 8 | $75 |
| IFP Advisors, Inc | 0.00% | New | 7 | $65 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -40.0% | 3 | $28 |
| Covestor Ltd | 0.00% | New | 24 | $0 |
"% of holder's portfolio" is UBFO's weight in each manager's 13F, not the share of United Security Bancshare the manager owns.