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, Q3 2025
Institutional positions in United Security Bancshares as of Sep 30, 2025. 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
- 65
- +11 vs. Q2 2025
- Shares held
- 6.24M
- +7.82K (+0.1%) vs. Q2 2025
- Total value
- $58.0M
- +$4.09M (+7.6%) vs. Q2 2025
- New holders
- 12
- 23 more added
- Sold out
- 1
- 15 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding United Security Bancshares; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 24 | $0 | 0.00% | +24 | New |
| SBI Securities Co., Ltd. | 3 | $28 | 0.00% | −2−40.0% | Reduced |
| IFP Advisors, Inc | 7 | $65 | 0.00% | +7 | New |
| Allworth Financial LP | 8 | $75 | 0.00% | +8 | New |
| True Wealth Design, LLC | 10 | $94 | 0.00% | +10 | New |
| EverSource Wealth Advisors, LLC | 13 | $121 | 0.00% | +13 | New |
| FMR LLC | 14 | $131 | 0.00% | +14 | New |
| Essential Partners LLC | 81 | $756 | 0.00% | +81 | New |
| SRS Capital Advisors, Inc. | 101 | $942 | 0.00% | +101 | New |
| Advisor Group Holdings, Inc. | 156 | $953 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 161 | $1.50K | 0.00% | −4,486−96.5% | Reduced |
| CWM, LLC | 327 | $3.00K | 0.00% | +327 | New |
| Amalgamated Bank | 473 | $4.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 865 | $8.07K | 0.00% | +1+0.1% | Added |
| Sterling Capital Management LLC | 955 | $8.91K | 0.00% | +581+155.3% | Added |
| Russell Investments Group, Ltd. | 1,147 | $10.7K | 0.00% | +1,147 | New |
| Legal & General Group Plc | 1,247 | $11.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,316 | $12.3K | 0.00% | +1,313+43,766.7% | Added |
| Ameritas Investment Partners, Inc. | 1,414 | $13.2K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,327 | $31.0K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 3,431 | $32.9K | 0.05% | +3,431 | New |
| Salzhauer Michael | 27,985 | $38.9K | 0.02% | +9,804+53.9% | Added |
| UBS Group AG | 4,928 | $46.0K | 0.00% | −752−13.2% | Reduced |
| LSV Asset Management | 4,900 | $46.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,982 | $46.5K | 0.00% | +1,580+46.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 6,474 | $60.4K | 0.00% | −1,091−14.4% | Reduced |
| New York State Common Retirement Fund | 9,100 | $84.9K | 0.00% | −2,900−24.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 10,065 | $93.9K | 0.04% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,125 | $94.5K | 0.00% | +3,465+52.0% | Added |
| Wells Fargo & Company | 10,616 | $99.0K | 0.00% | +1,730+19.5% | Added |
| Saratoga Research & Investment Management | 11,000 | $102.6K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,845 | $110.5K | 0.00% | +11,845 | New |
| O'Shaughnessy Asset Management, LLC | 12,373 | $115.4K | 0.00% | −1,028−7.7% | Reduced |
| Rhumbline Advisers | 12,770 | $119.1K | 0.00% | −1,040−7.5% | Reduced |
| HSBC Holdings PLC | 14,391 | $134.1K | 0.00% | −2,878−16.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 18,248 | $170.3K | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 22,386 | $208.9K | 0.00% | +2,425+12.1% | Added |
| Miracle Mile Advisors, LLC | 23,000 | $214.6K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 24,686 | $230.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 25,917 | $242.0K | 0.00% | +167+0.6% | Added |
| Susquehanna International Group, LLP | 27,262 | $254.4K | 0.00% | −78,209−74.2% | Reduced |
| Bank of America Corp | 28,710 | $267.9K | 0.00% | +13,741+91.8% | Added |
| Bank of New York Mellon Corp | 33,560 | $313.1K | 0.00% | +1,665+5.2% | Added |
| Morgan Stanley | 33,900 | $316.3K | 0.00% | −16,885−33.2% | Reduced |
| Planning Center, Inc. | 36,025 | $336.1K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 37,851 | $353.1K | 0.00% | +519+1.4% | Added |
| Charles Schwab Investment Management Inc | 40,451 | $377.4K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 41,387 | $386.1K | 0.00% | +16,313+65.1% | Added |
| Private Wealth Advisors | 50,444 | $470.6K | 0.18% | −1,112−2.2% | Reduced |
| Barclays PLC | 51,250 | $478.2K | 0.00% | −9,206−15.2% | Reduced |
| Cerity Partners LLC | 53,184 | $496.2K | 0.00% | +312+0.6% | Added |
| Empowered Funds, LLC | 64,120 | $598.2K | 0.01% | +6,579+11.4% | Added |
| Renaissance Technologies LLC | 78,248 | $730.1K | 0.00% | −13,800−15.0% | Reduced |
| American Century Companies Inc | 84,805 | $791.2K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 98,942 | $923.1K | 0.00% | −3,281−3.2% | Reduced |
| Destination Wealth Management | 100,506 | $937.7K | 0.03% | +6,000+6.3% | Added |
| State Street Corp | 132,311 | $1.23M | 0.00% | +7,322+5.9% | Added |
| Bridgeway Capital Management, LLC | 150,020 | $1.40M | 0.03% | +6,579+4.6% | Added |
| Geode Capital Management, LLC | 328,219 | $3.06M | 0.00% | +1,151+0.4% | Added |
| BlackRock, Inc. | 512,105 | $4.78M | 0.00% | −3,426−0.7% | Reduced |
| Banc Funds Co LLC | 536,316 | $5.00M | 0.87% | 00.0% | Unchanged |
| Fourthstone LLC | 555,820 | $5.19M | 0.93% | +58,320+11.7% | Added |
| Vanguard Group Inc | 753,228 | $7.03M | 0.00% | +3,651+0.5% | Added |
| Dimensional Fund Advisors LP | 916,136 | $8.55M | 0.00% | +1,437+0.2% | Added |
| Bridgewealth Advisory Group, LLC | 1,218,400 | $11.4M | 2.64% | +200.0% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,771−100.0% | Sold out |