IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

United Security Bancshare (UBFO)

CUSIP: 911460103 | NYSE | Financial Services · Banks - Regional | Micro Cap | 181 institutional holders

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ADimensional Fund Advisors LP00.0%No shares heldJun 30, 2026926,632 sh (Mar 31, 2026)
13G/ADimensional Fund Advisors LP0
0.0% of class · Jun 30, 2026No shares held
926,632 sh (Mar 31, 2026)

Institutional Holders — Q1 2026

Bridgewealth Advisory Group, LLC1,203,437
2.6% of portfolio›$12.6M
Dimensional Fund Advisors LP926,632
0.0% of portfolio›$9.7M
Fourthstone LLC664,342
1.2% of portfolio›$7.0M
BlackRock, Inc.649,837
0.0% of portfolio›$6.8M
Vanguard Capital Management LLC584,697
0.0% of portfolio›$6.1M
Banc Funds Co LLC532,316
1.0% of portfolio›$5.6M
Geode Capital Management, LLC302,780
0.0% of portfolio›$3.2M
Glazer Capital, LLC252,426
0.0% of portfolio›$2.7K
Bridgeway Capital Management, LLC159,771
0.0% of portfolio›$1.7M
State Street Corp143,023
0.0% of portfolio›$1.5M
Renaissance Technologies LLC113,948
0.0% of portfolio›$1.2M
Northern Trust Corp101,361
0.0% of portfolio›$1.1M
Destination Wealth Management94,506
0.0% of portfolio›$993.3K
Millennium Management LLC94,187
0.0% of portfolio›$989.9K
Alliancebernstein L.P.92,478
0.0% of portfolio›$931.3K
American Century Companies Inc83,365
0.0% of portfolio›$876.2K
Vanguard Portfolio Management LLC79,980
0.0% of portfolio›$840.6K
Empowered Funds, LLC73,871
0.0% of portfolio›$776.4K
Goldman Sachs Group Inc64,609
0.0% of portfolio›$679.0K
Yakira Capital Management, Inc.60,411
0.2% of portfolio›$634.9K
Barclays PLC58,822
0.0% of portfolio›$618.2K
Morgan Stanley57,146
0.0% of portfolio›$600.6K
Cerity Partners LLC52,647
0.0% of portfolio›$553.3K
Kestra Private Wealth Services, LLC38,820
0.0% of portfolio›$408.0K
Charles Schwab Investment Management Inc36,885
0.0% of portfolio›$387.7K
Planning Center, Inc.36,025
0.0% of portfolio›$378.6K
Royal Bank of Canada31,851
0.0% of portfolio›$334.0K
Bank of New York Mellon Corp31,021
0.0% of portfolio›$326.0K
Nuveen, LLC24,686
0.0% of portfolio›$259.5K
HSBC Holdings PLC24,436
0.0% of portfolio›$255.6K
Transmarket Holdings LP23,422
0.1% of portfolio›$246.2K
Oxford Asset Management LLP23,131
0.1% of portfolio›$243.1K
Composition Wealth, LLC23,000
0.0% of portfolio›$241.7K
Mraz, Amerine & Associates, Inc.18,248
0.0% of portfolio›$191.8K
Bank of America Corp17,120
0.0% of portfolio›$179.9K
Prelude Capital Management, LLC15,541
0.0% of portfolio›$163.3K
CSS LLC13,675
0.0% of portfolio›$143.7K
O'shaughnessy Asset Management, LLC11,541
0.0% of portfolio›$121.3K
Saratoga Research & Investment Management11,000
0.0% of portfolio›$115.6K
Rhumbline Advisers10,285
0.0% of portfolio›$108.1K
Caldwell Sutter Capital, Inc.10,065
0.0% of portfolio›$105.8K
New York State Common Retirement Fund9,100
0.0% of portfolio›$95.6K
PenderFund Capital Management Ltd.8,300
0.0% of portfolio›$87.2K
Mirae Asset Global Etfs Holdings Ltd.6,573
0.0% of portfolio›$69.1K
Deutsche Bank Ag\6,042
0.0% of portfolio›$63.5K
JPMorgan Chase & Co5,723
0.0% of portfolio›$59.0K
Wells Fargo & Company5,232
0.0% of portfolio›$55.0K
UBS Group AG4,966
0.0% of portfolio›$52.2K
Police & Firemen's Retirement System of New Jersey3,327
0.0% of portfolio›$35.0K
Tower Research Capital LLC (TRC)2,440
0.0% of portfolio›$25.6K
BNP Paribas Financial Markets2,331
0.0% of portfolio›$24.5K
Ameritas Investment Partners, Inc.1,414
0.0% of portfolio›$14.9K
Legal & General Group Plc1,247
0.0% of portfolio›$13.1K
Assetmark, Inc827
0.0% of portfolio›$8.7K
California State Teachers Retirement System748
0.0% of portfolio›$7.9K
Russell Investments Group, Ltd.710
0.0% of portfolio›$7.5K
Citigroup Inc643
0.0% of portfolio›$6.8K
CWM, LLC388
0.0% of portfolio›$4.1K
UBS Asset Management Americas LLC184
0.0% of portfolio›$1.9K
PNC Financial Services Group, Inc.184
0.0% of portfolio›$1.9K
Gamma Investing LLC153
0.0% of portfolio›$1.6K
FMR LLC148
0.0% of portfolio›$1.6K
Essential Partners LLC91
0.0% of portfolio›$956
Rialto Wealth Management, LLC50
0.0% of portfolio›$526
EverSource Wealth Advisors, LLC16
0.0% of portfolio›$169
Allworth Financial LP15
0.0% of portfolio›$158
True Wealth Design, LLC9
0.0% of portfolio›$95
Root Financial Partners, LLC6
0.0% of portfolio›$63
MAI Capital Management5
0.0% of portfolio›$53
Basecamp Wealth Advisors LLC4
0.0% of portfolio›$42
Covestor Ltd4
0.0% of portfolio›$0
IFP Advisors, Inc3
0.0% of portfolio›$32
SBI Securities Co., Ltd.1
0.0% of portfolio›$11
Rothschild Investment LLC1
0.0% of portfolio›$11
Sunbelt Securities, Inc.1
0.0% of portfolio›$11
Vanguard Group Inc0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Bridgewealth Advisory Group, LLC
1,203,437$12.6M2.6%ETFLowFresno, CA2026-05-15
Dimensional Fund Advisors LP
926,632$9.7M0.0%IndexLowAustin, TX2026-05-07
Fourthstone LLC
664,342$7.0M1.2%Deep ValueHighSt Louis, MO2026-05-15
BlackRock, Inc.
649,837$6.8M0.0%IndexVery LowNew York, NY2026-05-13
Vanguard Capital Management LLC
584,697$6.1M0.0%CoreN/AMalvern, PA2026-05-15
Banc Funds Co LLC
532,316$5.6M1.0%Deep ValueLowChicago, IL2026-05-14
Geode Capital Management, LLC
302,780$3.2M0.0%IndexVery LowBoston, MA2026-05-15
Glazer Capital, LLC
252,426$2.7K0.0%Deep ValueVery HighNew York, NY2026-05-14
Bridgeway Capital Management, LLC
159,771$1.7M0.0%Deep ValueMediumHouston, TX2026-05-15
State Street Corp
143,023$1.5M0.0%IndexVery LowBoston, MA2026-05-15
Renaissance Technologies LLC
113,948$1.2M0.0%CoreHighNew York, NY2026-05-14
Northern Trust Corp
101,361$1.1M0.0%IndexVery LowChicago, IL2026-05-14
Destination Wealth Management
94,506$993.3K0.0%CoreVery LowWalnut Creek, CA2026-05-15
Millennium Management LLC
94,187$989.9K0.0%CoreVery HighNew York, NY2026-05-15
Alliancebernstein L.P.
92,478$931.3K0.0%GrowthMediumNashville, TN2026-05-15
American Century Companies Inc
83,365$876.2K0.0%GARPMediumKansas City, MO2026-05-15
Vanguard Portfolio Management LLC
79,980$840.6K0.0%CoreN/AMalvern, PA2026-05-15
Empowered Funds, LLC
73,871$776.4K0.0%ValueMediumNewtown Square, PA2026-06-16
Goldman Sachs Group Inc
64,609$679.0K0.0%CoreMediumNew York, NY2026-05-15
Yakira Capital Management, Inc.
60,411$634.9K0.2%YieldVery HighWestport, CT2026-05-14
Barclays PLC
58,822$618.2K0.0%CoreMediumLondon, United Kingdom2026-05-15
Morgan Stanley
57,146$600.6K0.0%CoreLowNew York, NY2026-05-15
Cerity Partners LLC
52,647$553.3K0.0%IndexLowNew York, NY2026-05-15
Kestra Private Wealth Services, LLC
38,820$408.0K0.0%GrowthLowAustin, TX2026-04-20
Charles Schwab Investment Management Inc
36,885$387.7K0.0%IndexVery LowSan Francisco, CA2026-05-15
Planning Center, Inc.
36,025$378.6K0.0%ETFVery LowMoline, IL2026-04-28
Royal Bank of Canada
31,851$334.0K0.0%CoreLowToronto, Australia2026-05-15
Bank of New York Mellon Corp
31,021$326.0K0.0%CoreLowNew York, NY2026-05-05
Nuveen, LLC
24,686$259.5K0.0%CoreLowCharlotte, NC2026-04-30
HSBC Holdings PLC
24,436$255.6K0.0%CoreMediumLondon, United Kingdom2026-04-30
Transmarket Holdings LP
23,422$246.2K0.1%Deep ValueVery HighChicago, IL2026-05-13
Oxford Asset Management LLP
23,131$243.1K0.1%ValueVery HighOxford, United Kingdom2026-08-14
Composition Wealth, LLC
23,000$241.7K0.0%ETFMediumLos Angeles, CA2026-04-08
Mraz, Amerine & Associates, Inc.
18,248$191.8K0.0%Deep ValueLowModesto, CA2026-05-05
Bank of America Corp
17,120$179.9K0.0%CoreLowCharlotte, NC2026-05-18
Prelude Capital Management, LLC
15,541$163.3K0.0%Deep ValueVery HighNew York, NY2026-05-15
CSS LLC
13,675$143.7K0.0%Deep ValueHighChicago, IL2026-05-15
O'shaughnessy Asset Management, LLC
11,541$121.3K0.0%CoreLowStamford, CT2026-05-13
Saratoga Research & Investment Management
11,000$115.6K0.0%CoreLowSaratoga, CA2026-05-08
Rhumbline Advisers
10,285$108.1K0.0%IndexVery LowBoston, MA2026-05-12
Caldwell Sutter Capital, Inc.
10,065$105.8K0.0%ValueLowSausalito, CA2026-05-06
New York State Common Retirement Fund
9,100$95.6K0.0%IndexLowAlbany, NY2026-05-06
PenderFund Capital Management Ltd.
8,300$87.2K0.0%Deep ValueVery HighVancouver, UAE2026-05-15
Mirae Asset Global Etfs Holdings Ltd.
6,573$69.1K0.0%CoreLowCauseway Bay, South Korea2026-05-15
Deutsche Bank Ag\
6,042$63.5K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-05-06
JPMorgan Chase & Co
5,723$59.0K0.0%GrowthMediumNew York, NY2026-05-13
Wells Fargo & Company
5,232$55.0K0.0%CoreLowSan Francisco, CA2026-07-08
UBS Group AG
4,966$52.2K0.0%CoreMediumZurich, Switzerland2026-05-05
Police & Firemen's Retirement System of New Jersey
3,327$35.0K0.0%IndexVery LowTrenton, NJ2026-04-29
Tower Research Capital LLC (TRC)
2,440$25.6K0.0%GARPVery HighNew York, NY2026-05-15
BNP Paribas Financial Markets
2,331$24.5K0.0%CoreMediumParis, India2026-05-12
Ameritas Investment Partners, Inc.
1,414$14.9K0.0%CoreLowLincoln, NE2026-05-13
Legal & General Group Plc
1,247$13.1K0.0%IndexVery LowLondon, United Kingdom2026-05-08
Assetmark, Inc
827$8.7K0.0%ETFLowConcord, CA2026-05-06
California State Teachers Retirement System
748$7.9K0.0%IndexVery LowWest Sacramento, CA2026-05-18
Russell Investments Group, Ltd.
710$7.5K0.0%CoreLowSeattle, WA2026-05-08
Citigroup Inc
643$6.8K0.0%CoreMediumNew York, NY2026-05-11
CWM, LLC
388$4.1K0.0%GrowthVery LowOmaha, NE2026-05-14
UBS Asset Management Americas LLC
184$1.9K0.0%GrowthLowNew York, NY2026-05-13
PNC Financial Services Group, Inc.
184$1.9K0.0%GrowthVery LowPittsburgh, PA2026-05-08
Gamma Investing LLC
153$1.6K0.0%IndexVery LowFoster City, CA2026-04-06
FMR LLC
148$1.6K0.0%GrowthMediumBoston, MA2026-05-15
Essential Partners LLC
91$9560.0%ValueMediumRancho Santa Fe, CA2026-05-21
Rialto Wealth Management, LLC
50$5260.0%ETFLowSyracuse, NY2026-05-14
EverSource Wealth Advisors, LLC
16$1690.0%CoreMediumBirmingham, AL2026-05-18
Allworth Financial LP
15$1580.0%IndexLowFolsom, CA2026-05-15
True Wealth Design, LLC
9$950.0%ETFMediumAkron, OH2026-04-13
Root Financial Partners, LLC
6$630.0%ETFMediumEncinitas, CA2026-04-24
MAI Capital Management
5$530.0%IndexVery LowIndependence, OH2026-05-15
Basecamp Wealth Advisors LLC
4$420.0%IndexVery LowBellevue, WA2026-06-24
Covestor Ltd
4$00.0%ValueHighLondon, United Kingdom2026-05-05
IFP Advisors, Inc
3$320.0%GrowthLowTampa, FL2026-04-13
SBI Securities Co., Ltd.
1$110.0%Agg GrowthLowTokyo, Mexico2026-04-28
Rothschild Investment LLC
1$110.0%IndexLowChicago, IL2026-05-07
Sunbelt Securities, Inc.
1$110.0%ValueVery LowHouston, TX2026-05-18
Vanguard Group Inc
0$00.0%N/AN/AValley Forge, PA2026-05-14