AssetMark Inc’s United Security Bancshares UBFO Stock Holding History

AssetMark Inc’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
2026 Q2	–	Sell	-827	Closed	-$8.69K	–	3667
2026 Q1	$8.69K	Hold	827	–	–	﹤0.01%	2359
2025 Q4	$8.33K	Buy	+827	New	+$7.93K	﹤0.01%	2283

AssetMark Inc's UBFO Position: Q2 2026 in Review

AssetMark Inc sold out of United Security Bancshares (UBFO) in Q2 2026, closing a stake of 827 shares — an estimated $8.69K sold.

AssetMark Inc first reported a position in UBFO in Q4 2025 and held it in 2 quarters. The position peaked at $8.69K in Q1 2026. 0 funds tracked by Wall St. Rank hold UBFO as of Q2 2026.

AssetMark Inc reported no remaining United Security Bancshares position as of Q2 2026 after selling out during the quarter.
AssetMark Inc sold 827 United Security Bancshares shares in Q2 2026, an estimated $8.69K.
AssetMark Inc first reported a position in United Security Bancshares in Q4 2025 and held it in 2 quarters.
AssetMark Inc's United Security Bancshares position peaked at $8.69K in Q1 2026.
0 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.