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, Q1 2026
Institutional positions in United Security Bancshares as of Mar 31, 2026. 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
UBFO is no longer listed, so this page shows Q1 2026. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 77
- +6 vs. Q4 2025
- Shares held
- 7.00M
- +1.15M (+19.6%) vs. Q4 2025
- Total value
- $73.5M
- +$14.6M (+24.7%) vs. Q4 2025
- New holders
- 14
- 23 more added
- Sold out
- 8
- 20 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding United Security Bancshares; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $32 | 0.00% | −4−57.1% | Reduced |
| Basecamp Wealth Advisors LLC | 4 | $42 | 0.00% | +4 | New |
| MAI Capital Management | 5 | $53 | 0.00% | +1+25.0% | Added |
| Root Financial Partners, LLC | 6 | $63 | 0.00% | +6 | New |
| True Wealth Design, LLC | 9 | $95 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $158 | 0.00% | +7+87.5% | Added |
| EverSource Wealth Advisors, LLC | 16 | $169 | 0.00% | +4+33.3% | Added |
| Rialto Wealth Management, LLC | 50 | $526 | 0.00% | +50 | New |
| Essential Partners LLC | 91 | $956 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 148 | $1.55K | 0.00% | +11+8.0% | Added |
| GAMMA Investing LLC | 153 | $1.61K | 0.00% | +70+84.3% | Added |
| The PNC Financial Services Group, Inc. | 184 | $1.93K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 184 | $1.93K | 0.00% | +110+148.6% | Added |
| CWM, LLC | 388 | $4.08K | 0.00% | +22+6.0% | Added |
| Citigroup Inc | 643 | $6.76K | 0.00% | +329+104.8% | Added |
| Russell Investments Group, Ltd. | 710 | $7.46K | 0.00% | −1,032−59.2% | Reduced |
| California State Teachers Retirement System | 748 | $7.86K | 0.00% | −97−11.5% | Reduced |
| Assetmark, Inc | 827 | $8.69K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,247 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,414 | $14.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,331 | $24.5K | 0.00% | −2,672−53.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,440 | $25.6K | 0.00% | +1,414+137.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,327 | $35.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,966 | $52.2K | 0.00% | +324+7.0% | Added |
| Wells Fargo & Company | 5,232 | $55.0K | 0.00% | −37,292−87.7% | Reduced |
| Vanguard Global Advisers, LLC | 5,447 | $57.2K | 0.00% | +5,447 | New |
| JPMorgan Chase & Co | 5,723 | $59.0K | 0.00% | −1,259−18.0% | Reduced |
| Deutsche Bank AG | 6,042 | $63.5K | 0.00% | +6,042 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,573 | $69.1K | 0.00% | +170+2.7% | Added |
| PenderFund Capital Management Ltd. | 8,300 | $87.2K | 0.01% | +8,300 | New |
| New York State Common Retirement Fund | 9,100 | $95.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10,065 | $105.8K | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 10,285 | $108.1K | 0.00% | −173−1.7% | Reduced |
| Saratoga Research & Investment Management | 11,000 | $115.6K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,541 | $121.3K | 0.00% | −187−1.6% | Reduced |
| CSS LLC | 13,675 | $143.7K | 0.01% | +13,675 | New |
| Prelude Capital Management, LLC | 15,541 | $163.3K | 0.01% | +3,107+25.0% | Added |
| Bank of America Corp | 17,120 | $179.9K | 0.00% | −13,141−43.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 18,248 | $191.8K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 23,000 | $241.7K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 23,131 | $243.1K | 0.10% | +23,131 | New |
| Transmarket Holdings LP | 23,422 | $246.2K | 0.13% | +23,422 | New |
| HSBC Holdings PLC | 24,436 | $255.6K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 24,686 | $259.4K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 31,021 | $326.0K | 0.00% | −2,350−7.0% | Reduced |
| Royal Bank of Canada | 31,851 | $334.0K | 0.00% | −2,990−8.6% | Reduced |
| Planning Center, Inc. | 36,025 | $378.6K | 0.04% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 36,885 | $387.7K | 0.00% | −3,566−8.8% | Reduced |
| Kestra Private Wealth Services, LLC | 38,820 | $408.0K | 0.01% | +461+1.2% | Added |
| Cerity Partners LLC | 52,647 | $553.3K | 0.00% | −43−0.1% | Reduced |
| Morgan Stanley | 57,146 | $600.6K | 0.00% | +7,993+16.3% | Added |
| Barclays PLC | 58,822 | $618.2K | 0.00% | −8,433−12.5% | Reduced |
| Yakira Capital Management, Inc. | 60,411 | $634.9K | 0.19% | −1,272−2.1% | Reduced |
| Goldman Sachs Group Inc | 64,609 | $679.0K | 0.00% | −31,572−32.8% | Reduced |
| Empowered Funds, LLC | 73,871 | $776.4K | 0.00% | +73,871 | New |
| Vanguard Portfolio Management LLC | 79,980 | $840.6K | 0.00% | +79,980 | New |
| American Century Companies Inc | 83,365 | $876.2K | 0.00% | −1,307−1.5% | Reduced |
| Vanguard Fiduciary Trust Co | 87,522 | $919.9K | 0.00% | +87,522 | New |
| Alliancebernstein L.P. | 92,478 | $931.3K | 0.00% | +92,478 | New |
| Millennium Management LLC | 94,187 | $989.9K | 0.00% | +78,563+502.8% | Added |
| Destination Wealth Management | 94,506 | $993.3K | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 101,361 | $1.07M | 0.00% | +12,561+14.1% | Added |
| Renaissance Technologies LLC | 113,948 | $1.20M | 0.00% | +24,900+28.0% | Added |
| State Street Corp | 143,023 | $1.50M | 0.00% | +9,530+7.1% | Added |
| Bridgeway Capital Management, LLC | 159,771 | $1.68M | 0.03% | +2,584+1.6% | Added |
| Glazer Capital, LLC | 252,426 | $2.65M | 0.06% | +137,958+120.5% | Added |
| Geode Capital Management, LLC | 302,780 | $3.18M | 0.00% | −23,444−7.2% | Reduced |
| Banc Funds Co LLC | 532,316 | $5.59M | 1.04% | −4,000−0.7% | Reduced |
| Vanguard Capital Management LLC | 584,697 | $6.15M | 0.00% | +584,697 | New |
| BlackRock, Inc. | 649,837 | $6.83M | 0.00% | +33,038+5.4% | Added |
| Fourthstone LLC | 664,342 | $6.98M | 1.18% | +26,425+4.1% | Added |
| Dimensional Fund Advisors LP | 926,632 | $9.74M | 0.00% | +6,339+0.7% | Added |
| Bridgewealth Advisory Group, LLC | 1,203,437 | $12.6M | 2.62% | −14,983−1.2% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,001−100.0% | Sold out |
| Private Wealth Advisors | 0 | $0 | 0.00% | −12,745−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −10,420−100.0% | Sold out |
| Kerr Financial Planning Corp | 0 | $0 | 0.00% | −3,472−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,317−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |