Free Trial
→ Is this Elon’s true agenda? (From Altimetry) (Ad) Free UBFO Stock Alerts

United Security Bancshares (UBFO) Institutional Ownership

United Security Bancshares logo
$9.57 -0.02 (-0.21%)
Closing price 01/31/2025 04:00 PM Eastern
Extended Trading
$9.57 0.00 (0.00%)
As of 01/31/2025 05:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for United Security Bancshares (NASDAQ:UBFO)

Current
Institutional Ownership
Percentage
30.88%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$2.01M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$114.25K
Get UBFO Insider Trade Alerts

Want to know when executives and insiders are buying or selling United Security Bancshares stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UBFO Institutional Buying and Selling by Quarter

United Security Bancshares Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/29/2025 Salzhauer Michael18,181$184K0.1%-32.8%0.105%
1/28/2025 Empowered Funds LLC51,540$514K0.0%+4.8%0.298%
1/13/2025 Miracle Mile Advisors LLC23,000$232K0.0%+43.8%0.133%
11/19/2024Barclays PLC28,576$248K0.0%+12.5%0.165%
11/16/2024Geode Capital Management LLC145,776$1.27M0.0%+11.2%0.842%
11/15/2024Barclays PLC28,576$248K0.0%+12.5%0.165%
11/15/2024Banc Funds Co. LLC573,139$4.99M0.5%+2.5%3.309%
11/14/2024Fourthstone LLC171,540$1.49M0.3%+314.5%0.990%
11/6/2024 Empowered Funds LLC49,201$429K0.0%+5.2%0.284%
11/5/2024Private Wealth Advisors LLC83,044$716K0.3%+1.5%0.479%
10/23/2024Mraz Amerine & Associates Inc.18,248$159K0.0%-8.1%0.105%
10/7/2024 Miracle Mile Advisors LLC16,000$139K0.0%+23.1%0.092%
8/9/2024Dimensional Fund Advisors LP850,380$6.17M0.0%-0.2%4.910%
7/23/2024Private Wealth Advisors LLC81,811$591K0.2%+1.6%0.472%
5/16/2024Kennedy Capital Management LLC78,141$602K0.0%+33.6%0.451%
5/10/2024Vanguard Group Inc.558,965$4.31M0.0%+2.7%3.228%
5/7/2024 Empowered Funds LLC43,549$336K0.0%+7.8%0.251%
4/27/2024 Salzhauer Michael27,071$209K0.2%+6.7%0.156%
4/18/2024 Miracle Mile Advisors LLC14,000$108K0.0%N/A0.081%
1/23/2024 Planning Center Inc.36,025$303K0.1%N/A0.210%
1/18/2024 Ritholtz Wealth Management10,987$92K0.0%-36.8%0.064%
11/15/2023Kennedy Capital Management LLC58,454$435K0.0%+8.8%0.342%
11/15/2023EJF Capital LLC84,246$627K0.3%-8.2%0.493%
11/14/2023O Shaughnessy Asset Management LLC32,848$244K0.0%+13.6%0.192%
11/9/2023Bridgewealth Advisory Group LLC1,193,088$8.88M10.9%+3.8%6.981%
11/8/2023 Kestra Private Wealth Services LLC33,640$250K0.0%N/A0.197%
11/7/2023Barclays PLC29,191$217K0.0%+14.9%0.171%
8/14/2023Bridgewealth Advisory Group LLC1,148,906$7.65M12.4%-0.2%6.723%
8/11/2023Banc Funds Co. LLC346,563$2.31M0.3%+7.8%2.028%
8/11/2023O Shaughnessy Asset Management LLC28,915$193K0.0%N/A0.169%
7/27/2023EA Series Trust33,773$225K0.0%N/A0.198%
7/24/2023Saratoga Research & Investment Management11,000$73K0.0%N/A0.064%
7/17/2023 Ritholtz Wealth Management16,405$109K0.0%N/A0.096%
5/5/2023 Salzhauer Michael25,261$161K0.1%N/A0.148%
4/25/2023Private Wealth Advisors LLC79,449$507K0.2%+6.6%0.465%
2/24/2023Bridgewealth Advisory Group LLC1,151,554$8.42M16.5%N/A6.754%
2/13/2023BHZ Capital Management LP18,904$138K0.1%+24.0%0.111%
2/13/2023Banc Funds Co. LLC35,000$256K0.0%+16.7%0.205%
2/10/2023HRT Financial LP48,179$352K0.0%-7.7%0.283%
2/1/2023Bank of Montreal Can15,800$117K0.0%N/A0.093%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

Click here for my report
11/14/2022Ergoteles LLC28,672$187K0.0%+68.7%0.168%
11/7/2022LSV Asset Management4,900$32K0.0%-51.5%0.029%
8/11/2022rhino investment partners Inc232,006$3.30M1.5%-46.4%1.361%
5/17/2022Private Wealth Advisors LLC71,479$593K0.2%-8.9%0.420%
5/13/2022Elizabeth Park Capital Advisors Ltd.467,776$3.88M1.4%+11.3%2.747%
2/14/2022Elizabeth Park Capital Advisors Ltd.420,179$3.41M1.3%+3.2%2.470%
2/11/2022Private Wealth Advisors LLC78,493$637K0.1%-13.7%0.461%
2/9/2022Dimensional Fund Advisors LP835,504$6.78M0.0%-2.7%4.912%
2/8/2022Strategic Value Bank Partners LLC932,491$7.57M6.9%N/A5.482%
2/7/2022American Century Companies Inc.51,135$415K0.0%+38.2%0.301%
12/3/2021Private Wealth Advisors LLC91,001$719K0.2%+2.4%0.535%
11/15/2021Dimensional Fund Advisors LP858,577$6.87M0.0%-5.4%5.047%
11/15/2021FJ Capital Management LLC615,000$4.91M0.4%-1.9%3.616%
11/12/2021Renaissance Technologies LLC160,748$1.28M0.0%-30.8%0.945%
11/12/2021Hsbc Holdings PLC20,810$166K0.0%-12.6%0.122%
11/10/2021American Century Companies Inc.37,003$296K0.0%+16.4%0.218%
11/10/2021rhino investment partners Inc437,574$3.50M1.8%-16.5%2.572%
11/9/2021BlackRock Inc.73,713$589K0.0%-25.6%0.433%
9/3/2021Parametric Portfolio Associates LLC11,931$97K0.0%-28.9%0.070%
8/17/2021Millennium Management LLC95,962$784K0.0%N/A0.564%
8/17/2021Bridgeway Capital Management LLC68,000$556K0.0%-15.1%0.400%
8/16/2021Kennedy Capital Management Inc.102,654$839K0.0%-82.7%0.603%
8/16/2021State Street Corp23,899$195K0.0%-88.7%0.140%
8/16/2021Tibra Equities Europe Ltd24,900$203K0.1%N/A0.146%
8/16/2021Goldman Sachs Group Inc.16,124$132K0.0%-8.4%0.095%
8/13/2021EJF Capital LLC239,715$1.96M0.2%N/A1.409%
8/13/2021Renaissance Technologies LLC232,429$1.90M0.0%+16.9%1.366%
8/13/2021Northern Trust Corp25,781$211K0.0%-80.5%0.152%
8/13/2021WBI Investments Inc.44,764$366K0.1%-38.0%0.263%
8/13/2021California Public Employees Retirement System11,959$98K0.0%-77.1%0.070%
8/13/2021LPL Financial LLC10,000$82K0.0%N/A0.059%
8/13/2021Geode Capital Management LLC106,632$871K0.0%-43.0%0.627%
8/13/2021Vanguard Group Inc.555,475$4.54M0.0%-7.5%3.266%
8/12/2021Dimensional Fund Advisors LP907,680$7.42M0.0%+150.8%5.336%
8/12/2021JPMorgan Chase & Co.15,515$127K0.0%-63.9%0.091%
8/12/2021Ergoteles LLC58,400$477K0.0%N/A0.343%
8/11/2021Bank of New York Mellon Corp61,873$505K0.0%-35.9%0.364%
8/11/2021Susquehanna Fundamental Investments LLC21,200$173K0.0%N/A0.125%
8/9/2021rhino investment partners Inc524,351$4.28M2.6%+135.2%3.083%
8/6/2021FJ Capital Management LLC627,000$5.13M0.4%N/A3.686%
8/5/2021Fourthstone LLC28,477$231K0.1%N/A0.167%
8/5/2021American Century Companies Inc.31,799$260K0.0%+40.3%0.187%
7/31/2021Private Wealth Advisors LLC88,883$726K0.2%-3.3%0.523%
7/30/2021Alliancebernstein L.P.91,752$750K0.0%-46.0%0.539%
5/17/2021Nuveen Asset Management LLC42,185$346K0.0%-3.3%0.248%
5/17/2021Goldman Sachs Group Inc.17,598$144K0.0%+15.1%0.103%
5/14/2021Kennedy Capital Management Inc.593,066$4.86M0.1%+9.9%3.487%
5/14/2021Dimensional Fund Advisors LP361,895$2.96M0.0%-5.9%2.128%
5/13/2021Barclays PLC38,159$312K0.0%+62.4%0.224%
5/13/2021Renaissance Technologies LLC198,823$1.63M0.0%+5.2%1.169%
Is this Elon’s true agenda? (Ad)

All 10 of the world's biggest money managers follow my work, and the Pentagon, the FBI and Harvard professors have all turned to my business partner and I for our thoughts on the market. And with every investor in America wondering what Elon is going to do now that he's in Washington, this is what we tell them

Click here for my report
5/12/2021Northern Trust Corp132,521$1.09M0.0%-6.8%0.779%
5/12/2021Geode Capital Management LLC187,207$1.53M0.0%+37.5%1.101%
5/12/2021WBI Investments72,251$592K0.1%N/A0.425%
5/12/2021JPMorgan Chase & Co.42,978$351K0.0%-3.8%0.253%
5/12/2021Panagora Asset Management Inc.75,431$618K0.0%-18.6%0.443%
5/7/2021BlackRock Inc.957,933$7.85M0.0%+18.1%5.632%
5/7/2021BNP Paribas Arbitrage SA6,251$51K0.0%+70.8%0.037%
5/6/2021Alliancebernstein L.P.169,893$1.39M0.0%-46.4%0.999%
5/3/2021The Manufacturers Life Insurance Company13,566$111K0.0%N/A0.080%
2/19/2021JPMorgan Chase & Co.44,666$315K0.0%+278.9%0.263%
(Data available from 1/1/2016 forward)

UBFO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UBFO shares?

During the previous two years, 23 institutional investors and hedge funds held shares of United Security Bancshares. The most heavily invested institutionals were Bridgewealth Advisory Group LLC ($8.88M), Dimensional Fund Advisors LP ($6.17M), Banc Funds Co. LLC ($4.99M), Vanguard Group Inc. ($4.31M), Fourthstone LLC ($1.49M), Geode Capital Management LLC ($1.27M), and Private Wealth Advisors LLC ($716K).Learn more on UBFO's institutional investors.

What percentage of United Security Bancshares stock is owned by institutional investors?

30.88% of United Security Bancshares stock is owned by institutional investors. Learn more on UBFO's institutional investor holdings.

Which institutional investors have been buying United Security Bancshares stock?

Of the 19 institutional investors that purchased United Security Bancshares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bridgewealth Advisory Group LLC ($1.20M), Fourthstone LLC ($130.15K), Banc Funds Co. LLC ($43.91K), Planning Center Inc. ($36.03K), EA Series Trust ($33.77K), Kestra Private Wealth Services LLC ($33.64K), and O Shaughnessy Asset Management LLC ($32.85K).

How much institutional buying is happening at United Security Bancshares?

Institutional investors have bought a total of 1,682,897 shares in the last 24 months. This purchase volume represents approximately $12.54M in transactions.

Which United Security Bancshares major shareholders have been selling company stock?

The following institutional investors have sold United Security Bancshares stock in the last 24 months: Salzhauer Michael ($8.89K), EJF Capital LLC ($7.50K), Ritholtz Wealth Management ($6.40K), HRT Financial LP ($4.03K), Bridgewealth Advisory Group LLC ($2.65K), Mraz Amerine & Associates Inc. ($1.61K), and Dimensional Fund Advisors LP ($1.44K).

How much institutional selling is happening at United Security Bancshares?

Institutional investors have sold a total of 32,519 shares in the last 24 months. This volume of shares sold represents approximately $270.98K in transactions.


Related Companies

This page (NASDAQ:UBFO) was last updated on 2/1/2025 by MarketBeat.com Staff
From Our Partners
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
Will DeepSeek pop the AI bubble?
An overseas AI rival sent shockwaves through the U.S. tech market last week... Leaving millions of investor...
Chaikin Analytics | Sponsored
Better than Bitcoin – and potentially more profitable
The world is obsessed with Bitcoin again... And for a good reason: It just soared beyond $100,000. Bitcoin ...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump vs. Texas
Ever since Donald Trump won the election, U.S. states have been rushing to pass new currency rules. These r...
Stansberry Research | Sponsored
Turning Panic Into Opportunity
AI stocks were hammered on Jan. 27. That includes Nvidia, the undisputed leader in the artificial intellige...
Weiss Ratings | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Will Elon trigger another AI flash crash?
AI continues to dominate financial headlines in 2025...
Altimetry | Sponsored