United Security BancshareUBFO
13F holders, Q4 2025 (December 31)72holders +7
13new positions
6sold out
2famous investors
$10.07avg. 13F price*
At the end of Q4 2025, 72 institutions reported holding United Security Bancshare (UBFO) in their 13F filings, up 7 from Q3 2025. 13 opened new positions and 6 sold out. The largest holders were Bridgewealth Advisory Group, LLC ($12.3M), Dimensional Fund Advisors LP ($9.3M) and Vanguard Group Inc. ($7.6M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.2M |
| Exits | 6 | $1.0M |
All 13F filers, Q3 2025 → Q4 2025: 571,601 shares bought and 205,269 shares sold, net +366,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Bridgewealth Advisory Group, LLC | 2.71% | Add +0.0% | 1,218,420 | $12.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.5% | 920,293 | $9.3M |
| Vanguard Group Inc. | 0.00% | Add +0.4% | 756,245 | $7.6M |
| Fourthstone LLC | 1.20% | Add +14.8% | 637,917 | $6.4M |
| BlackRock, Inc. | 0.00% | Add +20.4% | 616,799 | $6.2M |
| Banc Funds Co. LLC | 1.07% | No change | 536,316 | $5.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.6% | 326,224 | $3.3M |
| Bridgeway Capital Management, LLC | 0.03% | Add +4.8% | 157,187 | $1.6M |
| State Street Corp. | 0.00% | Add +0.9% | 133,493 | $1.4M |
| Glazer Capital, LLC | 0.03% | New | 114,468 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +132.4% | 96,181 | $969K |
| Destination Wealth Management | 0.02% | Reduce -6.0% | 94,506 | $952K |
| Renaissance Technologies | 0.00% | Add +13.8% | 89,048 | $897K |
| Northern Trust Corp. | 0.00% | Reduce -10.3% | 88,800 | $894K |
| American Century Companies Inc. | 0.00% | Reduce -0.2% | 84,672 | $853K |
| Barclays PLC | 0.00% | Add +31.2% | 67,255 | $677K |
| Yakira Capital Management, Inc. | 0.21% | New | 61,683 | $621K |
| Cerity Partners LLC | 0.00% | Reduce -0.9% | 52,690 | $531K |
| Morgan Stanley | 0.00% | Add +45.0% | 49,153 | $495K |
| Wells Fargo & Company | 0.00% | Add +300.6% | 42,524 | $428K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 40,451 | $407K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.3% | 38,359 | $386K |
| Planning Center, Inc. | 0.04% | No change | 36,025 | $363K |
| Royal Bank of Canada | 0.00% | Add +34.4% | 34,841 | $351K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 33,371 | $336K |
| Bank of America Corp. | 0.00% | Add +5.4% | 30,261 | $305K |
| Nuveen, LLC | 0.00% | No change | 24,686 | $249K |
| HSBC Holdings PLC | 0.00% | Add +69.8% | 24,436 | $246K |
| Composition Wealth, LLC | 0.00% | No change | 23,000 | $232K |
| Mraz, Amerine & Associates, Inc. | 0.03% | No change | 18,248 | $184K |
| Millennium Management | 0.00% | Reduce -30.2% | 15,624 | $157K |
| Jane Street Group, LLC | 0.00% | New | 15,001 | $151K |
| Private Wealth Advisors, LLC | 0.05% | Reduce -74.7% | 12,745 | $128K |
| Prelude Capital Management, LLC | 0.01% | New | 12,434 | $125K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.2% | 11,728 | $118K |
| Saratoga Research & Investment Management | 0.01% | No change | 11,000 | $111K |
| Rhumbline Advisers | 0.00% | Reduce -18.1% | 10,458 | $105K |
| Invesco Ltd. | 0.00% | New | 10,420 | $105K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 10,065 | $101K |
| New York State Common Retirement Fund | 0.00% | No change | 9,100 | $92K |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.0% | 6,982 | $70K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.1% | 6,403 | $64K |
| BNP Paribas Financial Markets | 0.00% | Add +0.4% | 5,003 | $50K |
| UBS Group AG | 0.00% | Reduce -5.8% | 4,642 | $47K |
| KERR FINANCIAL PLANNING Corp | 0.05% | Add +1.2% | 3,472 | $39K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,327 | $34K |
| SageView Advisory Group, LLC | 0.00% | New | 3,317 | $33K |
| Russell Investments Group, Ltd. | 0.00% | Add +51.9% | 1,742 | $18K |
| LSV Asset Management | 0.00% | Reduce -69.4% | 1,500 | $15K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,414 | $14K |
| Legal & General Group Plc | 0.00% | No change | 1,247 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -22.0% | 1,026 | $10K |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 845 | $9K |
| Assetmark, Inc. | 0.00% | New | 827 | $8K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.4% | 798 | $8K |
| Amalgamated Bank | 0.00% | Reduce -8.0% | 435 | $4K |
| Cwm, LLC | 0.00% | Add +11.9% | 366 | $4K |
| Citigroup Inc. | 0.00% | Add +95.0% | 314 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | New | 184 | $2K |
| FMR LLC | 0.00% | Add +878.6% | 137 | $1K |
| Essential Partners LLC | 0.00% | Add +12.3% | 91 | $916 |
| GAMMA Investing LLC | 0.00% | New | 83 | $836 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 74 | $745 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -7.7% | 12 | $121 |
| True Wealth Design, LLC | 0.00% | Reduce -10.0% | 9 | $91 |
| Allworth Financial LP | 0.00% | No change | 8 | $81 |
| IFP Advisors, Inc | 0.00% | No change | 7 | $70 |
| MAI Capital Management | 0.00% | New | 4 | $41 |
| Rothschild Investment LLC | 0.00% | New | 1 | $10 |
| Sunbelt Securities, Inc. | 0.00% | New | 1 | $10 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -66.7% | 1 | $10 |
| Covestor Ltd | 0.00% | Reduce -83.3% | 4 | $0 |
"% of holder's portfolio" is UBFO's weight in each manager's 13F, not the share of United Security Bancshare the manager owns.