Avion Wealth’s United Security Bancshares UBFO Stock Holding History

Avion Wealth’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
2025 Q2	–	Sell	-29	Closed	–	–	1619
2025 Q1	$0	Buy	+29	New	+$277	﹤0.01%	1357

Other funds holding UBFO

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avion Wealth's UBFO Position: Q2 2025 in Review

Avion Wealth sold out of United Security Bancshares (UBFO) in Q2 2025, closing a stake of 29 shares.

Avion Wealth first reported a position in UBFO in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 54 funds tracked by Wall St. Rank hold UBFO as of Q2 2025.

Avion Wealth reported no remaining United Security Bancshares position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 29 United Security Bancshares shares in Q2 2025.
Avion Wealth first reported a position in United Security Bancshares in Q1 2025 and held it in 1 quarter.
Avion Wealth's United Security Bancshares position peaked at $0 in Q1 2025.
54 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.