Charles Schwab’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 |
-36,885
| Closed | -$388K | – | 3557 |
|
|
2026
Q1 | $388K | Sell |
36,885
-3,566
| -9% | -$37.5K | ﹤0.01% | 3182 |
|
|
2025
Q4 | $407K | Hold |
40,451
| – | – | ﹤0.01% | 3210 |
|
|
2025
Q3 | $377K | Hold |
40,451
| – | – | ﹤0.01% | 3247 |
|
|
2025
Q2 | $350K | Buy |
+40,451
| New | +$346K | ﹤0.01% | 3271 |
|
|
2021
Q2 | – | Sell |
-32,297
| Closed | -$265K | – | 3541 |
|
|
2021
Q1 | $265K | Hold |
32,297
| – | – | ﹤0.01% | 3274 |
|
|
2020
Q4 | $228K | Hold |
32,297
| – | – | ﹤0.01% | 3239 |
|
|
2020
Q3 | $198K | Hold |
32,297
| – | – | ﹤0.01% | 3178 |
|
|
2020
Q2 | $217K | Hold |
32,297
| – | – | ﹤0.01% | 3153 |
|
|
2020
Q1 | $207K | Hold |
32,297
| – | – | ﹤0.01% | 3008 |
|
|
2019
Q4 | $347K | Hold |
32,297
| – | – | ﹤0.01% | 2940 |
|
|
2019
Q3 | $340K | Hold |
32,297
| – | – | ﹤0.01% | 2938 |
|
|
2019
Q2 | $368K | Buy |
32,297
+2,274
| +8% | +$23.8K | ﹤0.01% | 2953 |
|
|
2019
Q1 | $319K | Hold |
30,023
| – | – | ﹤0.01% | 2926 |
|
|
2018
Q4 | $288K | Buy |
30,023
+2,700
| +10% | +$28.3K | ﹤0.01% | 2950 |
|
|
2018
Q3 | $304K | Buy |
27,323
+4,123
| +18% | +$45.5K | ﹤0.01% | 2999 |
|
|
2018
Q2 | $260K | Hold |
23,200
| – | – | ﹤0.01% | 3017 |
|
|
2018
Q1 | $250K | Hold |
23,200
| – | – | ﹤0.01% | 2935 |
|
|
2017
Q4 | $256K | Hold |
23,200
| – | – | ﹤0.01% | 2927 |
|
|
2017
Q3 | $221K | Hold |
23,200
| – | – | ﹤0.01% | 2986 |
|
|
2017
Q2 | $215K | Buy |
+23,200
| New | +$204K | ﹤0.01% | 3008 |
|
Charles Schwab's UBFO Position: Q2 2026 in Review
Charles Schwab sold out of United Security Bancshares (UBFO) in Q2 2026, closing a stake of 36,885 shares — an estimated $388K sold.
Charles Schwab first reported a position in UBFO in Q2 2017 and held it in 20 quarters. The position peaked at $407K in Q4 2025. 0 funds tracked by Wall St. Rank hold UBFO as of Q2 2026.
- Charles Schwab reported no remaining United Security Bancshares position as of Q2 2026 after selling out during the quarter.
- Charles Schwab sold 36,885 United Security Bancshares shares in Q2 2026, an estimated $388K.
- Charles Schwab first reported a position in United Security Bancshares in Q2 2017 and held it in 20 quarters.
- Charles Schwab's United Security Bancshares position peaked at $407K in Q4 2025.
- 0 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.