Carson Wealth (CWM LLC)
UBFO

Carson Wealth (CWM LLC)’s United Security Bancshares UBFO Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$4.08K Buy
388
+22
+6% +$231 ﹤0.01% 5092
2025
Q4 		$4K Buy
366
+39
+12% +$374 ﹤0.01% 4920
2025
Q3 		$3K Buy
+327
New +$2.97K ﹤0.01% 4951
2025
Q1 		– Sell
-558
Closed -$6K – 5208
2024
Q4 		$6K Sell
558
-840
-60% -$7.84K ﹤0.01% 4154
2024
Q3 		$12K Hold
1,398
– – ﹤0.01% 3702
2024
Q2 		$10K Hold
1,398
– – ﹤0.01% 3572
2024
Q1 		$11K Hold
1,398
– – ﹤0.01% 3303
2023
Q4 		$12K Buy
1,398
+330
+31% +$2.58K ﹤0.01% 3103
2023
Q3 		$8K Hold
1,068
– – ﹤0.01% 3272
2023
Q2 		$7K Hold
1,068
– – ﹤0.01% 3308
2023
Q1 		$7K Hold
1,068
– – ﹤0.01% 3167
2022
Q4 		$8K Hold
1,068
– – ﹤0.01% 2962
2022
Q3 		$7K Hold
1,068
– – ﹤0.01% 2927
2022
Q2 		$8K Hold
1,068
– – ﹤0.01% 2745
2022
Q1 		$9K Buy
+1,068
New +$8.86K ﹤0.01% 2569

Other funds holding UBFO

BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UBFO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its United Security Bancshares (UBFO) stake by 6% in Q1 2026, buying an estimated $231 and bringing the position to 388 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #5092.

Carson Wealth (CWM LLC) first reported a position in UBFO in Q1 2022 and has held it in 15 quarters since. The position peaked at $12K in Q3 2024. 77 funds tracked by Wall St. Rank hold UBFO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 388 shares of United Security Bancshares worth $4.08K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 22 United Security Bancshares shares in Q1 2026, an estimated $231.
  • United Security Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5092 holding.
  • Carson Wealth (CWM LLC) first reported a position in United Security Bancshares in Q1 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s United Security Bancshares position peaked at $12K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held United Security Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.