Bridgewealth Advisory Group’s United Security Bancshares UBFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,203,437
| Closed | -$12.6M | – | 147 |
|
|
2026
Q1 | $12.6M | Sell |
1,203,437
-14,983
| -1% | -$157K | 2.62% | 12 |
|
|
2025
Q4 | $12.3M | Buy |
1,218,420
+20
| +0% | +$192 | 2.71% | 11 |
|
|
2025
Q3 | $11.4M | Buy |
1,218,400
+20
| +0% | +$182 | 2.63% | 11 |
|
|
2025
Q2 | $10.5M | Buy |
+1,218,380
| New | +$10.4M | 2.67% | 10 |
|
|
2025
Q1 | – | Sell |
-1,217,932
| Closed | -$12.3M | – | 107 |
|
|
2024
Q4 | $12.3M | Buy |
1,217,932
+29,581
| +2% | +$276K | 3.47% | 8 |
|
|
2024
Q3 | $10.4M | Sell |
1,188,351
-4,737
| -0.4% | -$37.6K | 3.76% | 9 |
|
|
2024
Q2 | $8.65M | Hold |
1,193,088
| – | – | 3.83% | 8 |
|
|
2024
Q1 | $9.2M | Sell |
1,193,088
-951
| -0.1% | -$7.27K | 4.5% | 5 |
|
|
2023
Q4 | $10M | Buy |
1,194,039
+951
| +0.1% | +$7.44K | 7.69% | 3 |
|
|
2023
Q3 | $8.88M | Buy |
1,193,088
+44,182
| +4% | +$314K | 10.9% | 3 |
|
|
2023
Q2 | $7.65M | Sell |
1,148,906
-2,648
| -0.2% | -$16.4K | 12.43% | 2 |
|
|
2023
Q1 | $7.35M | Hold |
1,151,554
| – | – | 13.54% | 1 |
|
|
2022
Q4 | $8.42M | Buy |
+1,151,554
| New | +$8.01M | 16.51% | 1 |
|
Bridgewealth Advisory Group's UBFO Position: Q2 2026 in Review
Bridgewealth Advisory Group sold out of United Security Bancshares (UBFO) in Q2 2026, closing a stake of 1,203,437 shares — an estimated $12.6M sold.
Bridgewealth Advisory Group first reported a position in UBFO in Q4 2022 and held it in 13 quarters. The position peaked at $12.6M in Q1 2026. 0 funds tracked by Wall St. Rank hold UBFO as of Q2 2026.
- Bridgewealth Advisory Group reported no remaining United Security Bancshares position as of Q2 2026 after selling out during the quarter.
- Bridgewealth Advisory Group sold 1,203,437 United Security Bancshares shares in Q2 2026, an estimated $12.6M.
- Bridgewealth Advisory Group first reported a position in United Security Bancshares in Q4 2022 and held it in 13 quarters.
- Bridgewealth Advisory Group's United Security Bancshares position peaked at $12.6M in Q1 2026.
- 0 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2026.
Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.