Who Owns United Security Bancshares (UBFO)?Hedge Fund & Institutional Holders

$10.32+0.18 (+1.78%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.226900080000001e+149T

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$7.56$8.52$9.48$10.45$11.41Sep 24Jun 25Mar 26

UBFO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bridgewealth Advisory Group, LLCNew Position+1.2M+$12.3B
Yakira Capital Management, Inc.New Position+62K+$621.0M
Planning Center, Inc.New Position+36K+$362.0M
HSBC HOLDINGS PLCIncreased+10K+$110.9M
Invesco Ltd.New Position+10K+$103.0M
CALDWELL SUTTER CAPITAL, INC.New Position+10K+$101.0M
ASSETMARK, INCNew Position+827+$8.0M
Fourthstone LLCIncreased+82K+$1.2M
GLAZER CAPITAL, LLCNew Position+114K+$1.2M
Composition Wealth, LLCNew Position+23K+$231K
KESTRA PRIVATE WEALTH SERVICES, LLCIncreased+508+$33K
CWM, LLCNew Position+366+$4K
MAI Capital ManagementNew Position+4+$0
PRELUDE CAPITAL MANAGEMENT, LLCNew Position+12K+$0
Bank of New York Mellon CorpNew Position+33K+$0

UBFO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHERN TRUST CORPDecreased-10K-$923.1M
AMERICAN CENTURY COMPANIES INCDecreased-133-$791.2M
Private Wealth Advisors, LLCDecreased-38K-$342.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-27K-$254.4M
MILLENNIUM MANAGEMENT LLCDecreased-7K-$208.9M
RHUMBLINE ADVISERSDecreased-2K-$119.1M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-645-$115.4M
DEUTSCHE BANK AG\Closed Position-12K-$110.5M
JPMORGAN CHASE & CODecreased-3K-$94.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Decreased-71-$60.4M
Tower Research Capital LLC (TRC)Decreased-290-$12.3M
Sterling Capital Management LLCDecreased-157-$8.9M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMDecreased-20-$8.1M
UBS Group AGDecreased-286-$978K
OSAIC HOLDINGS, INC.Closed Position-156-$953K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bridgewealth Advisory Group, LLC1,218,420$12.3B2.71%Share
2DIMENSIONAL FUND ADVISORS LP875,899$8.0B1.68%Share
3BRIDGEWAY CAPITAL MANAGEMENT, LLC157,187$1.0B0.02%Share
4Destination Wealth Management94,506$951.0M0.02%Share
5Yakira Capital Management, Inc.61,683$621.0M0.21%Share
6Planning Center, Inc.36,025$362.0M0.04%Share
7HSBC HOLDINGS PLC24,436$245.0M0.14%Share
8Mraz, Amerine & Associates, Inc.18,248$183.0M0.03%Share
9Private Wealth Advisors, LLC12,745$128.0M0.04%Share
10Saratoga Research & Investment Management11,000$110.0M0.01%Share
11CALDWELL SUTTER CAPITAL, INC.10,065$101.0M0.04%Share
12Invesco Ltd.5,249$52.0M0.01%Share
13UBS Group AG3,255$32.0M0.01%Share
14Invesco Ltd.3,026$30.0M0.00%Share
15Invesco Ltd.2,145$21.0M0.00%Share
16UBS Group AG1,387$13.0M0.00%Share
17ASSETMARK, INC827$8.0M0.02%Share
18Fourthstone LLC637,917$6.4M1.20%Share
19VANGUARD GROUP INC663,031$6.0M0.09%Share
20BANC FUNDS CO LLC536,316$5.4M1.07%Share
21BlackRock, Inc.330,566$3.0M0.05%Share
22GLAZER CAPITAL, LLC114,468$1.2M0.03%Share
23BlackRock, Inc.180,062$1.0M0.02%Share
24STATE STREET CORP133,493$1.0M0.00%Share
25KESTRA PRIVATE WEALTH SERVICES, LLC38,359$386K0.00%Share
26Composition Wealth, LLC23,000$231K0.00%Share
27KERR FINANCIAL PLANNING Corp3,472$39K0.05%Share
28LSV ASSET MANAGEMENT1,500$15K0.00%Share
29CWM, LLC366$4K0.00%Share
30GEODE CAPITAL MANAGEMENT, LLC282,603$2K0.00%Share
31BlackRock, Inc.26,625$00.00%Share
32BlackRock, Inc.938$00.00%Share
33Allworth Financial LP8$00.00%Share
34True Wealth Design, LLC9$00.00%Share
35GAMMA Investing LLC83$00.00%Share
36Sunbelt Securities, Inc.1$00.00%Share
37WELLS FARGO & COMPANY/MN473$00.00%Share
38WELLS FARGO & COMPANY/MN42,050$00.00%Share
39WELLS FARGO & COMPANY/MN1$00.00%Share
40AMERICAN CENTURY COMPANIES INC84,672$00.00%Share
41Russell Investments Group, Ltd.1,147$00.00%Share
42Russell Investments Group, Ltd.595$00.00%Share
43Police & Firemen's Retirement System of New Jersey3,327$00.00%Share
44BARCLAYS PLC67,255$00.00%Share
45Legal & General Group Plc1,247$00.00%Share
46IFP Advisors, Inc7$00.00%Share
47ROYAL BANK OF CANADA509$00.00%Share
48ROYAL BANK OF CANADA34,221$00.00%Share
49ROYAL BANK OF CANADA111$00.00%Share
50RHUMBLINE ADVISERS10,458$00.00%Share

UBFO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202572$24.2B+21
Q3 202551$22.8B+3
Q2 202548$27.0B-4
Q1 202552$25.3B+3
Q4 202449$1.1T+11
Q3 202438$896.2B-2
Q2 202440$897.9B+3
Q1 202437$666.5T—

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As of Q4 2025, 50 institutional investors hold UBFO (United Security Bancshares). The largest holder is Bridgewealth Advisory Group, LLC with $12.3B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own UBFO?

As of Q4 2025, 50 institutional investors report holding UBFO (United Security Bancshares) in their 13F filings.

Who is the largest institutional holder of UBFO?

The largest institutional holder of UBFO is Bridgewealth Advisory Group, LLC with $12.3B in shares.

Is institutional ownership of UBFO increasing or decreasing?

This quarter, 12 institutions opened new positions in UBFO and 3 closed their positions.