United Security Bancshares
UBFODelisted Apr 1, 2026- Industry
- National Commercial Banks
- SEC CIK
- 0001137547
United Security Bancshares was delisted on Apr 1, 2026; its insiders filed their last Form 4 on Apr 13, 2026; 77 institutions reported holding it in 13F filings for Q1 2026, worth $73.5M in total; no superinvestor held it.
13F holders, Q2 2024
Institutional positions in United Security Bancshares as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 46
- +3 vs. Q1 2024
- Shares held
- 5.34M
- −44.9K (−0.8%) vs. Q1 2024
- Total value
- $38.7M
- −$2.81M (−6.8%) vs. Q1 2024
- New holders
- 4
- 12 more added
- Sold out
- 1
- 15 more reduced
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UBFO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 77 | $73.5M |
| Q4 2025 | 72 | $66.6M |
| Q3 2025 | 65 | $58.0M |
| Q2 2025 | 54 | $53.9M |
| Q1 2025 | 52 | $40.2M |
| Q4 2024 | 50 | $56.3M |
| Q3 2024 | 45 | $43.9M |
| Q2 2024 | 46 | $38.7M |
| Q1 2024 | 43 | $41.5M |
| Q4 2023 | 44 | $44.5M |
| Q3 2023 | 40 | $37.2M |
| Q2 2023 | 38 | $32.7M |
| Q1 2023 | 44 | $37.2M |
| Q4 2022 | 44 | $45.0M |
| Q3 2022 | 46 | $33.3M |
| Q2 2022 | 38 | $41.1M |
| Q1 2022 | 39 | $45.0M |
| Q4 2021 | 41 | $43.6M |
| Q3 2021 | 40 | $34.8M |
| Q2 2021 | 49 | $36.2M |
| Q1 2021 | 49 | $38.4M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding United Security Bancshares; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $3 | 0.00% | −110−100.0% | Reduced |
| Advisor Group Holdings, Inc. | 34 | $247 | 0.00% | +34 | New |
| JPMorgan Chase & Co | 93 | $674 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 116 | $841 | 0.00% | −1,084−90.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 125 | $906 | 0.00% | +125 | New |
| Innealta Capital, LLC | 433 | $3.14K | 0.00% | +433 | New |
| Qube Research & Technologies Ltd | 702 | $5.09K | 0.00% | −33,079−97.9% | Reduced |
| CWM, LLC | 1,398 | $10.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,473 | $10.7K | 0.00% | +1,402+1,974.6% | Added |
| Tower Research Capital LLC (TRC) | 1,651 | $12.0K | 0.00% | +548+49.7% | Added |
| LSV Asset Management | 4,900 | $36.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,300 | $67.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10,065 | $73.0K | 0.04% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,310 | $74.7K | 0.00% | −484−4.5% | Reduced |
| Saratoga Research & Investment Management | 11,000 | $79.8K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,833 | $85.8K | 0.00% | −4,327−26.8% | Reduced |
| Miracle Mile Advisors, LLC | 13,000 | $94.3K | 0.00% | −1,000−7.1% | Reduced |
| HSBC Holdings PLC | 13,388 | $97.9K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 13,613 | $98.7K | 0.00% | +33+0.2% | Added |
| Citigroup Inc | 14,521 | $105.3K | 0.00% | −4,972−25.5% | Reduced |
| Morgan Stanley | 19,335 | $140.2K | 0.00% | −956−4.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 19,862 | $144.0K | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 23,282 | $168.8K | 0.00% | −22−0.1% | Reduced |
| Barclays PLC | 25,405 | $184.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 26,807 | $194.4K | 0.00% | −37,564−58.4% | Reduced |
| Salzhauer Michael | 27,071 | $196.3K | 0.16% | 00.0% | Unchanged |
| State Street Corp | 31,760 | $230.3K | 0.00% | +700+2.3% | Added |
| Kestra Private Wealth Services, LLC | 35,306 | $256.0K | 0.01% | +578+1.7% | Added |
| Planning Center, Inc. | 36,025 | $261.2K | 0.03% | 00.0% | Unchanged |
| Fourthstone LLC | 41,389 | $300.1K | 0.10% | +41,389 | New |
| Empowered Funds, LLC | 46,789 | $339.2K | 0.01% | +3,240+7.4% | Added |
| Kennedy Capital Management, Inc. | 77,868 | $564.5K | 0.01% | −273−0.3% | Reduced |
| Private Wealth Advisors | 81,811 | $591.1K | 0.26% | +1,299+1.6% | Added |
| American Century Companies Inc | 84,805 | $614.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 88,341 | $640.5K | 0.00% | +2,055+2.4% | Added |
| Destination Wealth Management | 94,506 | $685.2K | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 94,948 | $688.4K | 0.00% | −1,096−1.1% | Reduced |
| BlackRock Inc. | 117,804 | $854.1K | 0.00% | +757+0.6% | Added |
| Geode Capital Management, LLC | 131,108 | $950.8K | 0.00% | +5,309+4.2% | Added |
| Bridgeway Capital Management, LLC | 132,889 | $963.4K | 0.02% | +3,240+2.5% | Added |
| Alliancebernstein L.P. | 219,104 | $1.59M | 0.00% | −11,614−5.0% | Reduced |
| Banc Funds Co LLC | 559,227 | $4.05M | 0.48% | 00.0% | Unchanged |
| Vanguard Group Inc | 559,660 | $4.06M | 0.00% | +695+0.1% | Added |
| FJ Capital Management LLC | 606,434 | $4.40M | 0.46% | −8,598−1.4% | Reduced |
| Dimensional Fund Advisors LP | 850,380 | $6.17M | 0.00% | −1,435−0.2% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,193,088 | $8.65M | 3.83% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |