Baird Financial Group
UBFO

Baird Financial Group’s United Security Bancshares UBFO Stock Holding History

Baird Financial Group’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
2023
Q1 		– Sell
-17,200
Closed -$126K – 1759
2022
Q4 		$126K Hold
17,200
– – ﹤0.01% 1641
2022
Q3 		$112K Hold
17,200
– – ﹤0.01% 1663
2022
Q2 		$131K Hold
17,200
– – ﹤0.01% 1731
2022
Q1 		$143K Hold
17,200
– – ﹤0.01% 1771
2021
Q4 		$140K Buy
17,200
+100
+0.6% +$798 ﹤0.01% 1844
2021
Q3 		$137K Buy
+17,100
New +$138K ﹤0.01% 1829

Other funds holding UBFO

BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
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

Baird Financial Group's UBFO Position: Q1 2023 in Review

Baird Financial Group sold out of United Security Bancshares (UBFO) in Q1 2023, closing a stake of 17,200 shares — an estimated $126K sold.

Baird Financial Group first reported a position in UBFO in Q3 2021 and held it in 6 quarters. The position peaked at $143K in Q1 2022. 44 funds tracked by Wall St. Rank hold UBFO as of Q1 2023.

  • Baird Financial Group reported no remaining United Security Bancshares position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 17,200 United Security Bancshares shares in Q1 2023, an estimated $126K.
  • Baird Financial Group first reported a position in United Security Bancshares in Q3 2021 and held it in 6 quarters.
  • Baird Financial Group's United Security Bancshares position peaked at $143K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held United Security Bancshares as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.