Destination Wealth Management’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 |
-94,506
| Closed | -$993K | – | 357 |
|
|
2026
Q1 | $993K | Hold |
94,506
| – | – | 0.03% | 155 |
|
|
2025
Q4 | $952K | Sell |
94,506
-6,000
| -6% | -$57.6K | 0.02% | 150 |
|
|
2025
Q3 | $938K | Buy |
100,506
+6,000
| +6% | +$54.5K | 0.03% | 138 |
|
|
2025
Q2 | $817K | Hold |
94,506
| – | – | 0.02% | 141 |
|
|
2025
Q1 | $847K | Hold |
94,506
| – | – | 0.03% | 137 |
|
|
2024
Q4 | $955K | Hold |
94,506
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $823K | Hold |
94,506
| – | – | 0.03% | 130 |
|
|
2024
Q2 | $685K | Hold |
94,506
| – | – | 0.02% | 132 |
|
|
2024
Q1 | $729K | Hold |
94,506
| – | – | 0.02% | 131 |
|
|
2023
Q4 | $795K | Hold |
94,506
| – | – | 0.03% | 129 |
|
|
2023
Q3 | $703K | Hold |
94,506
| – | – | 0.03% | 132 |
|
|
2023
Q2 | $629K | Hold |
94,506
| – | – | 0.02% | 141 |
|
|
2023
Q1 | $603K | Hold |
94,506
| – | – | 0.02% | 137 |
|
|
2022
Q4 | $691K | Hold |
94,506
| – | – | 0.03% | 130 |
|
|
2022
Q3 | $616K | Hold |
94,506
| – | – | 0.03% | 128 |
|
|
2022
Q2 | $720K | Hold |
94,506
| – | – | 0.03% | 126 |
|
|
2022
Q1 | $784K | Hold |
94,506
| – | – | 0.03% | 122 |
|
|
2021
Q4 | $767K | Hold |
94,506
| – | – | 0.03% | 124 |
|
|
2021
Q3 | $756K | Hold |
94,506
| – | – | 0.03% | 114 |
|
|
2021
Q2 | $772K | Hold |
94,506
| – | – | 0.03% | 115 |
|
|
2021
Q1 | $774K | Hold |
94,506
| – | – | 0.03% | 114 |
|
|
2020
Q4 | $666K | Hold |
94,506
| – | – | 0.03% | 116 |
|
|
2020
Q3 | $577K | Hold |
94,506
| – | – | 0.03% | 109 |
|
|
2020
Q2 | $632K | Hold |
94,506
| – | – | 0.03% | 106 |
|
|
2020
Q1 | $605K | Hold |
94,506
| – | – | 0.04% | 115 |
|
|
2019
Q4 | $1.01M | Buy |
+94,506
| New | +$982K | 0.05% | 94 |
|
|
2019
Q3 | – | Sell |
-94,506
| Closed | -$1.08M | – | 478 |
|
|
2019
Q2 | $1.08M | Hold |
94,506
| – | – | 0.06% | 93 |
|
|
2019
Q1 | $1M | Hold |
94,506
| – | – | 0.06% | 95 |
|
|
2018
Q4 | $905K | Hold |
94,506
| – | – | 0.05% | 94 |
|
|
2018
Q3 | $1.05M | Buy |
+94,506
| New | +$1.04M | 0.06% | 99 |
|
|
2018
Q2 | – | Sell |
-2,219
| Closed | -$28K | – | 643 |
|
|
2018
Q1 | $28K | Sell |
2,219
-91,716
| -98% | -$987K | ﹤0.01% | 311 |
|
|
2017
Q4 | $1.03M | Buy |
93,935
+678
| +0.7% | +$6.71K | 0.06% | 97 |
|
|
2017
Q3 | $886K | Buy |
93,257
+471
| +0.5% | +$4.41K | 0.06% | 97 |
|
|
2017
Q2 | $858K | Buy |
92,786
+499
| +0.5% | +$4.38K | 0.06% | 98 |
|
|
2017
Q1 | $667K | Hold |
92,287
| – | – | 0.05% | 100 |
|
|
2016
Q4 | $708K | Sell |
92,287
-1
| -0% | -$7 | 0.05% | 98 |
|
|
2016
Q3 | $566K | Sell |
92,288
-1
| -0% | -$6 | 0.04% | 102 |
|
|
2016
Q2 | $569K | Buy |
92,289
+914
| +1% | +$4.67K | 0.05% | 96 |
|
|
2016
Q1 | $470K | Sell |
91,375
-914
| -1% | -$4.41K | 0.05% | 100 |
|
|
2015
Q4 | $470K | Sell |
92,289
-1
| -0% | -$5 | 0.05% | 100 |
|
|
2015
Q3 | $456K | Sell |
92,290
-1
| -0% | -$5 | 0.05% | 93 |
|
|
2015
Q2 | $430K | Sell |
92,291
-1
| -0% | -$5 | 0.03% | 178 |
|
|
2015
Q1 | $453K | Hold |
92,292
| – | – | 0.05% | 79 |
|
|
2014
Q4 | $456K | Sell |
92,292
-1
| -0% | -$5 | 0.05% | 81 |
|
|
2014
Q3 | $461K | Hold |
92,293
| – | – | 0.05% | 90 |
|
|
2014
Q2 | $455K | Sell |
92,293
-1
| -0% | -$5 | 0.05% | 93 |
|
|
2014
Q1 | $449K | Sell |
92,294
-1
| -0% | -$5 | 0.05% | 90 |
|
|
2013
Q4 | $395K | Sell |
92,295
-1
| -0% | -$4 | 0.04% | 85 |
|
|
2013
Q3 | $336K | Buy |
92,296
+1
| +0% | +$4 | 0.04% | 82 |
|
|
2013
Q2 | $333K | Buy |
+92,295
| New | +$330K | 0.04% | 82 |
|
Destination Wealth Management's UBFO Position: Q2 2026 in Review
Destination Wealth Management sold out of United Security Bancshares (UBFO) in Q2 2026, closing a stake of 94,506 shares — an estimated $993K sold.
Destination Wealth Management first reported a position in UBFO in Q2 2013 and held it in 50 quarters. The position peaked at $1.08M in Q2 2019. 0 funds tracked by Wall St. Rank hold UBFO as of Q2 2026.
- Destination Wealth Management reported no remaining United Security Bancshares position as of Q2 2026 after selling out during the quarter.
- Destination Wealth Management sold 94,506 United Security Bancshares shares in Q2 2026, an estimated $993K.
- Destination Wealth Management first reported a position in United Security Bancshares in Q2 2013 and held it in 50 quarters.
- Destination Wealth Management's United Security Bancshares position peaked at $1.08M in Q2 2019.
- 0 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2026.
Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.