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United Security Bancshare (UBFO)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bridgewealth Advisory Group, LLC
DECREASED
Shares1,203,437 from 1,218,420
Change-14,983 (-1%)
Value$12.6M (+$378.6K)
Filed 2026-05-15
Dimensional Fund Advisors LP
INCREASED
Shares926,632 from 920,293
Change+6,339 (+1%)
Value$9.7M (+$471.2K)
Filed 2026-05-07
Fourthstone LLC
INCREASED
Shares664,342 from 637,917
Change+26,425 (+4%)
Value$7.0M (+$558.4K)
Filed 2026-05-15
BlackRock, Inc.
INCREASED
Shares649,837 from 616,799
Change+33,038 (+5%)
Value$6.8M (+$618.6K)
Filed 2026-05-13
Vanguard Capital Management LLC
NEW
Shares584,697
Change+584,697
Value$6.1M
Filed 2026-05-15
Banc Funds Co LLC
DECREASED
Shares532,316 from 536,316
Change-4,000 (-1%)
Value$5.6M (+$193.9K)
Filed 2026-05-14
Geode Capital Management, LLC
DECREASED
Shares302,780 from 326,224
Change-23,444 (-7%)
Value$3.2M (-$102.8K)
Filed 2026-05-15
Glazer Capital, LLC
INCREASED
Shares252,426 from 114,468
Change+137,958 (+121%)
Value$2.7K (+$1.5K)
Filed 2026-05-14
Bridgeway Capital Management, LLC
INCREASED
Shares159,771 from 157,187
Change+2,584 (+2%)
Value$1.7M (+$96.3K)
Filed 2026-05-15
State Street Corp
INCREASED
Shares143,023 from 133,493
Change+9,530 (+7%)
Value$1.5M (+$142.9K)
Filed 2026-05-15
Renaissance Technologies LLC
INCREASED
Shares113,948 from 89,048
Change+24,900 (+28%)
Value$1.2M (+$300.9K)
Filed 2026-05-14
Northern Trust Corp
INCREASED
Shares101,361 from 88,800
Change+12,561 (+14%)
Value$1.1M (+$171.1K)
Filed 2026-05-14
Destination Wealth Management
NEW
Shares94,506
Change+94,506
Value$993.3K
Filed 2026-05-15
Millennium Management LLC
INCREASED
Shares94,187 from 15,624
Change+78,563 (+503%)
Value$989.9K (+$832.6K)
Filed 2026-05-15
Alliancebernstein L.P.
NEW
Shares92,478
Change+92,478
Value$931.3K
Filed 2026-05-15
American Century Companies Inc
DECREASED
Shares83,365 from 84,672
Change-1,307 (-2%)
Value$876.2K (+$23.5K)
Filed 2026-05-15
Vanguard Portfolio Management LLC
NEW
Shares79,980
Change+79,980
Value$840.6K
Filed 2026-05-15
Empowered Funds, LLC
NEW
Shares73,871
Change+73,871
Value$776.4K
Filed 2026-06-16
Goldman Sachs Group Inc
DECREASED
Shares64,609 from 96,181
Change-31,572 (-33%)
Value$679.0K (-$289.5K)
Filed 2026-05-15
Yakira Capital Management, Inc.
DECREASED
Shares60,411 from 61,683
Change-1,272 (-2%)
Value$634.9K (+$13.8K)
Filed 2026-05-14
Barclays PLC
DECREASED
Shares58,822 from 67,255
Change-8,433 (-13%)
Value$618.2K (-$59.0K)
Filed 2026-05-15
Morgan Stanley
INCREASED
Shares57,146 from 49,153
Change+7,993 (+16%)
Value$600.6K (+$105.6K)
Filed 2026-05-15
Cerity Partners LLC
DECREASED
Shares52,647 from 52,690
Change-43 (0%)
Value$553.3K (+$22.7K)
Filed 2026-05-15
Kestra Private Wealth Services, LLC
INCREASED
Shares38,820 from 38,359
Change+461 (+1%)
Value$408.0K (+$21.7K)
Filed 2026-04-20
Charles Schwab Investment Management Inc
DECREASED
Shares36,885 from 40,451
Change-3,566 (-9%)
Value$387.7K (-$19.7K)
Filed 2026-05-15
Planning Center, Inc.
UNCHANGED
Shares36,025 from 36,025
Change0 (0%)
Value$378.6K (+$15.9K)
Filed 2026-04-28
Royal Bank of Canada
DECREASED
Shares31,851 from 34,841
Change-2,990 (-9%)
Value$334.0K (-$17.0K)
Filed 2026-05-15
Bank of New York Mellon Corp
DECREASED
Shares31,021 from 33,371
Change-2,350 (-7%)
Value$326.0K (-$10.0K)
Filed 2026-05-05
Nuveen, LLC
UNCHANGED
Shares24,686 from 24,686
Change0 (0%)
Value$259.5K (+$10.9K)
Filed 2026-04-30
HSBC Holdings PLC
UNCHANGED
Shares24,436 from 24,436
Change0 (0%)
Value$255.6K (+$10.0K)
Filed 2026-04-30
Transmarket Holdings LP
NEW
Shares23,422
Change+23,422
Value$246.2K
Filed 2026-05-13
Oxford Asset Management LLP
NEW
Shares23,131
Change+23,131
Value$243.1K
Filed 2026-08-14
Composition Wealth, LLC
UNCHANGED
Shares23,000 from 23,000
Change0 (0%)
Value$241.7K (+$10.1K)
Filed 2026-04-08
Mraz, Amerine & Associates, Inc.
UNCHANGED
Shares18,248 from 18,248
Change0 (0%)
Value$191.8K (+$8.0K)
Filed 2026-05-05
Bank of America Corp
DECREASED
Shares17,120 from 30,261
Change-13,141 (-43%)
Value$179.9K (-$124.8K)
Filed 2026-05-18
Prelude Capital Management, LLC
INCREASED
Shares15,541 from 12,434
Change+3,107 (+25%)
Value$163.3K (+$38.1K)
Filed 2026-05-15
CSS LLC
NEW
Shares13,675
Change+13,675
Value$143.7K
Filed 2026-05-15
O'shaughnessy Asset Management, LLC
DECREASED
Shares11,541 from 11,728
Change-187 (-2%)
Value$121.3K (+$3.2K)
Filed 2026-05-13
Saratoga Research & Investment Management
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$115.6K (+$4.8K)
Filed 2026-05-08
Rhumbline Advisers
DECREASED
Shares10,285 from 10,458
Change-173 (-2%)
Value$108.1K (+$2.8K)
Filed 2026-05-12
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares10,065 from 10,065
Change0 (0%)
Value$105.8K (+$4.4K)
Filed 2026-05-06
New York State Common Retirement Fund
UNCHANGED
Shares9,100 from 9,100
Change0 (0%)
Value$95.6K (+$4.0K)
Filed 2026-05-06
PenderFund Capital Management Ltd.
NEW
Shares8,300
Change+8,300
Value$87.2K
Filed 2026-05-15
Mirae Asset Global Etfs Holdings Ltd.
INCREASED
Shares6,573 from 6,403
Change+170 (+3%)
Value$69.1K (+$4.6K)
Filed 2026-05-15
Deutsche Bank Ag\
NEW
Shares6,042
Change+6,042
Value$63.5K
Filed 2026-05-06
JPMorgan Chase & Co
DECREASED
Shares5,723 from 6,982
Change-1,259 (-18%)
Value$59.0K (-$11.3K)
Filed 2026-05-13
Wells Fargo & Company
DECREASED
Shares5,232 from 42,524
Change-37,292 (-88%)
Value$55.0K (-$373.2K)
Filed 2026-07-08
UBS Group AG
INCREASED
Shares4,966 from 4,642
Change+324 (+7%)
Value$52.2K (+$5.4K)
Filed 2026-05-05
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares3,327 from 3,327
Change0 (0%)
Value$35.0K (+$1.5K)
Filed 2026-04-29
Tower Research Capital LLC (TRC)
INCREASED
Shares2,440 from 1,026
Change+1,414 (+138%)
Value$25.6K (+$15.3K)
Filed 2026-05-15
BNP Paribas Financial Markets
DECREASED
Shares2,331 from 5,003
Change-2,672 (-53%)
Value$24.5K (-$25.9K)
Filed 2026-05-12
Ameritas Investment Partners, Inc.
UNCHANGED
Shares1,414 from 1,414
Change0 (0%)
Value$14.9K (+$622)
Filed 2026-05-13
Legal & General Group Plc
UNCHANGED
Shares1,247 from 1,247
Change0 (0%)
Value$13.1K (+$549)
Filed 2026-05-08
Assetmark, Inc
UNCHANGED
Shares827 from 827
Change0 (0%)
Value$8.7K (+$364)
Filed 2026-05-06
California State Teachers Retirement System
DECREASED
Shares748 from 845
Change-97 (-11%)
Value$7.9K (-$648)
Filed 2026-05-18
Russell Investments Group, Ltd.
DECREASED
Shares710 from 1,742
Change-1,032 (-59%)
Value$7.5K (-$10.1K)
Filed 2026-05-08
Citigroup Inc
INCREASED
Shares643 from 314
Change+329 (+105%)
Value$6.8K (+$3.6K)
Filed 2026-05-11
CWM, LLC
INCREASED
Shares388 from 366
Change+22 (+6%)
Value$4.1K (+$4.1K)
Filed 2026-05-14
UBS Asset Management Americas LLC
INCREASED
Shares184 from 74
Change+110 (+149%)
Value$1.9K (+$1.2K)
Filed 2026-05-13
PNC Financial Services Group, Inc.
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$1.9K (+$81)
Filed 2026-05-08
Gamma Investing LLC
INCREASED
Shares153 from 83
Change+70 (+84%)
Value$1.6K (+$772)
Filed 2026-04-06
FMR LLC
INCREASED
Shares148 from 137
Change+11 (+8%)
Value$1.6K (+$175)
Filed 2026-05-15
Essential Partners LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$956 (+$40)
Filed 2026-05-21
Rialto Wealth Management, LLC
NEW
Shares50
Change+50
Value$526
Filed 2026-05-14
EverSource Wealth Advisors, LLC
INCREASED
Shares16 from 12
Change+4 (+33%)
Value$169 (+$48)
Filed 2026-05-18
Allworth Financial LP
INCREASED
Shares15 from 8
Change+7 (+88%)
Value$158 (+$77)
Filed 2026-05-15
True Wealth Design, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$95 (+$4)
Filed 2026-04-13
Root Financial Partners, LLC
NEW
Shares6
Change+6
Value$63
Filed 2026-04-24
MAI Capital Management
INCREASED
Shares5 from 4
Change+1 (+25%)
Value$53 (+$12)
Filed 2026-05-15
Basecamp Wealth Advisors LLC
NEW
Shares4
Change+4
Value$42
Filed 2026-06-24
Covestor Ltd
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$0 ($0)
Filed 2026-05-05
IFP Advisors, Inc
DECREASED
Shares3 from 7
Change-4 (-57%)
Value$32 (-$38)
Filed 2026-04-13
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$11 (+$1)
Filed 2026-04-28
Rothschild Investment LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$11 (+$1)
Filed 2026-05-07
Sunbelt Securities, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$11 (+$1)
Filed 2026-05-18
Jane Street Group, LLC
CLOSED
Shares0 from 15,001
Change-15,001 (-100%)
Value$0 (-$151.1K)
Filed 2026-05-12
Private Wealth Advisors, LLC
CLOSED
Shares0 from 12,745
Change-12,745 (-100%)
Value$0 (-$128.3K)
Filed 2026-05-13
Invesco Ltd.
CLOSED
Shares0 from 10,420
Change-10,420 (-100%)
Value$0 (-$104.9K)
Filed 2026-07-15
Kerr Financial Planning Corp
CLOSED
Shares0 from 3,472
Change-3,472 (-100%)
Value$0 (-$39.2K)
Filed 2026-07-01
SageView Advisory Group, LLC
CLOSED
Shares0 from 3,317
Change-3,317 (-100%)
Value$0 (-$33.4K)
Filed 2026-08-10
LSV Asset Management
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$15)
Filed 2026-05-11
Sterling Capital Management LLC
CLOSED
Shares0 from 798
Change-798 (-100%)
Value$0 (-$8.0K)
Filed 2026-04-22
Amalgamated Bank
CLOSED
Shares0 from 435
Change-435 (-100%)
Value$0 (-$4)
Filed 2026-05-08
Vanguard Group Inc
DECREASED
Shares0 from 756,245
Change-756,245 (-100%)
Value$0 (-$7.6M)
Filed 2026-05-14
Status
Bridgewealth Advisory Group, LLC
DECREASED1,203,4371,218,420-14,983-1%$12.3M$12.6M+$378.6K2026-05-15
Dimensional Fund Advisors LP
INCREASED926,632920,293+6,339+1%$9.3M$9.7M+$471.2K2026-05-07
Fourthstone LLC
INCREASED664,342637,917+26,425+4%$6.4M$7.0M+$558.4K2026-05-15
BlackRock, Inc.
INCREASED649,837616,799+33,038+5%$6.2M$6.8M+$618.6K2026-05-13
Vanguard Capital Management LLC
NEW584,697—+584,697——$6.1M—2026-05-15
Banc Funds Co LLC
DECREASED532,316536,316-4,000-1%$5.4M$5.6M+$193.9K2026-05-14
Geode Capital Management, LLC
DECREASED302,780326,224-23,444-7%$3.3M$3.2M-$102.8K2026-05-15
Glazer Capital, LLC
INCREASED252,426114,468+137,958+121%$1.2K$2.7K+$1.5K2026-05-14
Bridgeway Capital Management, LLC
INCREASED159,771157,187+2,584+2%$1.6M$1.7M+$96.3K2026-05-15
State Street Corp
INCREASED143,023133,493+9,530+7%$1.4M$1.5M+$142.9K2026-05-15
Renaissance Technologies LLC
INCREASED113,94889,048+24,900+28%$896.7K$1.2M+$300.9K2026-05-14
Northern Trust Corp
INCREASED101,36188,800+12,561+14%$894.2K$1.1M+$171.1K2026-05-14
Destination Wealth Management
NEW94,506—+94,506——$993.3K—2026-05-15
Millennium Management LLC
INCREASED94,18715,624+78,563+503%$157.3K$989.9K+$832.6K2026-05-15
Alliancebernstein L.P.
NEW92,478—+92,478——$931.3K—2026-05-15
American Century Companies Inc
DECREASED83,36584,672-1,307-2%$852.6K$876.2K+$23.5K2026-05-15
Vanguard Portfolio Management LLC
NEW79,980—+79,980——$840.6K—2026-05-15
Empowered Funds, LLC
NEW73,871—+73,871——$776.4K—2026-06-16
Goldman Sachs Group Inc
DECREASED64,60996,181-31,572-33%$968.5K$679.0K-$289.5K2026-05-15
Yakira Capital Management, Inc.
DECREASED60,41161,683-1,272-2%$621.1K$634.9K+$13.8K2026-05-14
Barclays PLC
DECREASED58,82267,255-8,433-13%$677.3K$618.2K-$59.0K2026-05-15
Morgan Stanley
INCREASED57,14649,153+7,993+16%$495.0K$600.6K+$105.6K2026-05-15
Cerity Partners LLC
DECREASED52,64752,690-430%$530.6K$553.3K+$22.7K2026-05-15
Kestra Private Wealth Services, LLC
INCREASED38,82038,359+461+1%$386.3K$408.0K+$21.7K2026-04-20
Charles Schwab Investment Management Inc
DECREASED36,88540,451-3,566-9%$407.3K$387.7K-$19.7K2026-05-15
Planning Center, Inc.
UNCHANGED36,02536,02500%$362.8K$378.6K+$15.9K2026-04-28
Royal Bank of Canada
DECREASED31,85134,841-2,990-9%$351.0K$334.0K-$17.0K2026-05-15
Bank of New York Mellon Corp
DECREASED31,02133,371-2,350-7%$336.0K$326.0K-$10.0K2026-05-05
Nuveen, LLC
UNCHANGED24,68624,68600%$248.6K$259.5K+$10.9K2026-04-30
HSBC Holdings PLC
UNCHANGED24,43624,43600%$245.6K$255.6K+$10.0K2026-04-30
Transmarket Holdings LP
NEW23,422—+23,422——$246.2K—2026-05-13
Oxford Asset Management LLP
NEW23,131—+23,131——$243.1K—2026-08-14
Composition Wealth, LLC
UNCHANGED23,00023,00000%$231.6K$241.7K+$10.1K2026-04-08
Mraz, Amerine & Associates, Inc.
UNCHANGED18,24818,24800%$183.8K$191.8K+$8.0K2026-05-05
Bank of America Corp
DECREASED17,12030,261-13,141-43%$304.7K$179.9K-$124.8K2026-05-18
Prelude Capital Management, LLC
INCREASED15,54112,434+3,107+25%$125.2K$163.3K+$38.1K2026-05-15
CSS LLC
NEW13,675—+13,675——$143.7K—2026-05-15
O'shaughnessy Asset Management, LLC
DECREASED11,54111,728-187-2%$118.1K$121.3K+$3.2K2026-05-13
Saratoga Research & Investment Management
UNCHANGED11,00011,00000%$110.8K$115.6K+$4.8K2026-05-08
Rhumbline Advisers
DECREASED10,28510,458-173-2%$105.3K$108.1K+$2.8K2026-05-12
Caldwell Sutter Capital, Inc.
UNCHANGED10,06510,06500%$101.4K$105.8K+$4.4K2026-05-06
New York State Common Retirement Fund
UNCHANGED9,1009,10000%$91.6K$95.6K+$4.0K2026-05-06
PenderFund Capital Management Ltd.
NEW8,300—+8,300——$87.2K—2026-05-15
Mirae Asset Global Etfs Holdings Ltd.
INCREASED6,5736,403+170+3%$64.5K$69.1K+$4.6K2026-05-15
Deutsche Bank Ag\
NEW6,042—+6,042——$63.5K—2026-05-06
JPMorgan Chase & Co
DECREASED5,7236,982-1,259-18%$70.3K$59.0K-$11.3K2026-05-13
Wells Fargo & Company
DECREASED5,23242,524-37,292-88%$428.2K$55.0K-$373.2K2026-07-08
UBS Group AG
INCREASED4,9664,642+324+7%$46.7K$52.2K+$5.4K2026-05-05
Police & Firemen's Retirement System of New Jersey
UNCHANGED3,3273,32700%$33.5K$35.0K+$1.5K2026-04-29
Tower Research Capital LLC (TRC)
INCREASED2,4401,026+1,414+138%$10.3K$25.6K+$15.3K2026-05-15
BNP Paribas Financial Markets
DECREASED2,3315,003-2,672-53%$50.4K$24.5K-$25.9K2026-05-12
Ameritas Investment Partners, Inc.
UNCHANGED1,4141,41400%$14.2K$14.9K+$6222026-05-13
Legal & General Group Plc
UNCHANGED1,2471,24700%$12.6K$13.1K+$5492026-05-08
Assetmark, Inc
UNCHANGED82782700%$8.3K$8.7K+$3642026-05-06
California State Teachers Retirement System
DECREASED748845-97-11%$8.5K$7.9K-$6482026-05-18
Russell Investments Group, Ltd.
DECREASED7101,742-1,032-59%$17.5K$7.5K-$10.1K2026-05-08
Citigroup Inc
INCREASED643314+329+105%$3.2K$6.8K+$3.6K2026-05-11
CWM, LLC
INCREASED388366+22+6%$4$4.1K+$4.1K2026-05-14
UBS Asset Management Americas LLC
INCREASED18474+110+149%$745$1.9K+$1.2K2026-05-13
PNC Financial Services Group, Inc.
UNCHANGED18418400%$1.9K$1.9K+$812026-05-08
Gamma Investing LLC
INCREASED15383+70+84%$836$1.6K+$7722026-04-06
FMR LLC
INCREASED148137+11+8%$1.4K$1.6K+$1752026-05-15
Essential Partners LLC
UNCHANGED919100%$916$956+$402026-05-21
Rialto Wealth Management, LLC
NEW50—+50——$526—2026-05-14
EverSource Wealth Advisors, LLC
INCREASED1612+4+33%$121$169+$482026-05-18
Allworth Financial LP
INCREASED158+7+88%$81$158+$772026-05-15
True Wealth Design, LLC
UNCHANGED9900%$91$95+$42026-04-13
Root Financial Partners, LLC
NEW6—+6——$63—2026-04-24
MAI Capital Management
INCREASED54+1+25%$41$53+$122026-05-15
Basecamp Wealth Advisors LLC
NEW4—+4——$42—2026-06-24
Covestor Ltd
UNCHANGED4400%$0$0$02026-05-05
IFP Advisors, Inc
DECREASED37-4-57%$70$32-$382026-04-13
SBI Securities Co., Ltd.
UNCHANGED1100%$10$11+$12026-04-28
Rothschild Investment LLC
UNCHANGED1100%$10$11+$12026-05-07
Sunbelt Securities, Inc.
UNCHANGED1100%$10$11+$12026-05-18
Jane Street Group, LLC
CLOSED015,001-15,001-100%$151.1K$0-$151.1K2026-05-12
Private Wealth Advisors, LLC
CLOSED012,745-12,745-100%$128.3K$0-$128.3K2026-05-13
Invesco Ltd.
CLOSED010,420-10,420-100%$104.9K$0-$104.9K2026-07-15
Kerr Financial Planning Corp
CLOSED03,472-3,472-100%$39.2K$0-$39.2K2026-07-01
SageView Advisory Group, LLC
CLOSED03,317-3,317-100%$33.4K$0-$33.4K2026-08-10
LSV Asset Management
CLOSED01,500-1,500-100%$15$0-$152026-05-11
Sterling Capital Management LLC
CLOSED0798-798-100%$8.0K$0-$8.0K2026-04-22
Amalgamated Bank
CLOSED0435-435-100%$4$0-$42026-05-08
Vanguard Group Inc
DECREASED0756,245-756,245-100%$7.6M$0-$7.6M2026-05-14
Showing 84 of 84 institutions