BAM
UBFO

Berkshire Asset Management’s United Security Bancshares UBFO Stock Holding History

Berkshire Asset 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
-12,410
Closed -$90.7K – 230
2022
Q4 		$90.7K Sell
12,410
-7,590
-38% -$52.8K 0.01% 138
2022
Q3 		$130K Hold
20,000
– – 0.01% 215
2022
Q2 		$152K Hold
20,000
– – 0.01% 218
2022
Q1 		$166K Hold
20,000
– – 0.01% 198
2021
Q4 		$162K Buy
+20,000
New +$160K 0.01% 236

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

Berkshire Asset Management's UBFO Position: Q1 2023 in Review

Berkshire Asset Management sold out of United Security Bancshares (UBFO) in Q1 2023, closing a stake of 12,410 shares — an estimated $90.7K sold.

Berkshire Asset Management first reported a position in UBFO in Q4 2021 and held it in 5 quarters. The position peaked at $166K in Q1 2022. 44 funds tracked by Wall St. Rank hold UBFO as of Q1 2023.

  • Berkshire Asset Management reported no remaining United Security Bancshares position as of Q1 2023 after selling out during the quarter.
  • Berkshire Asset Management sold 12,410 United Security Bancshares shares in Q1 2023, an estimated $90.7K.
  • Berkshire Asset Management first reported a position in United Security Bancshares in Q4 2021 and held it in 5 quarters.
  • Berkshire Asset Management's United Security Bancshares position peaked at $166K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held United Security Bancshares as of Q1 2023.

Based on Berkshire Asset Management's 13F filing for Q1 2023, filed 6 Jun 2023.