AWA
UBFO

Archvest Wealth Advisors’s United Security Bancshares UBFO Stock Holding History

Archvest Wealth Advisors’s Portfolio UBFO Stock Details UBFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,559
Closed -$39.7K – 72
2024
Q3 		$39.7K Buy
+4,559
New +$36.2K 0.03% 71

Other funds holding UBFO

BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Archvest Wealth Advisors's UBFO Position: Q4 2024 in Review

Archvest Wealth Advisors sold out of United Security Bancshares (UBFO) in Q4 2024, closing a stake of 4,559 shares — an estimated $39.7K sold.

Archvest Wealth Advisors first reported a position in UBFO in Q3 2024 and held it in 1 quarter. The position peaked at $39.7K in Q3 2024. 50 funds tracked by Wall St. Rank hold UBFO as of Q4 2024.

  • Archvest Wealth Advisors reported no remaining United Security Bancshares position as of Q4 2024 after selling out during the quarter.
  • Archvest Wealth Advisors sold 4,559 United Security Bancshares shares in Q4 2024, an estimated $39.7K.
  • Archvest Wealth Advisors first reported a position in United Security Bancshares in Q3 2024 and held it in 1 quarter.
  • Archvest Wealth Advisors's United Security Bancshares position peaked at $39.7K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held United Security Bancshares as of Q4 2024.

Based on Archvest Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.