BCM
UBFO

Basswood Capital Management’s United Security Bancshares UBFO Stock Holding History

Basswood Capital Management’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
-270,321
Closed -$1.98M – 122
2022
Q4 		$1.98M Sell
270,321
-42,735
-14% -$297K 0.15% 94
2022
Q3 		$2.04M Sell
313,056
-191
-0.1% -$1.35K 0.15% 89
2022
Q2 		$2.39M Buy
313,247
+727
+0.2% +$5.65K 0.15% 93
2022
Q1 		$2.59M Buy
312,520
+49,429
+19% +$410K 0.12% 95
2021
Q4 		$2.14M Buy
+263,091
New +$2.1M 0.1% 100

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 $552B AUM 44.19% 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

Basswood Capital Management's UBFO Position: Q1 2023 in Review

Basswood Capital Management sold out of United Security Bancshares (UBFO) in Q1 2023, closing a stake of 270,321 shares — an estimated $1.98M sold.

Basswood Capital Management first reported a position in UBFO in Q4 2021 and held it in 5 quarters. The position peaked at $2.59M in Q1 2022. 44 funds tracked by Wall St. Rank hold UBFO as of Q1 2023.

  • Basswood Capital Management reported no remaining United Security Bancshares position as of Q1 2023 after selling out during the quarter.
  • Basswood Capital Management sold 270,321 United Security Bancshares shares in Q1 2023, an estimated $1.98M.
  • Basswood Capital Management first reported a position in United Security Bancshares in Q4 2021 and held it in 5 quarters.
  • Basswood Capital Management's United Security Bancshares position peaked at $2.59M in Q1 2022.
  • 44 funds tracked by Wall St. Rank held United Security Bancshares as of Q1 2023.

Based on Basswood Capital Management's 13F filing for Q1 2023, filed 15 May 2023.