EverSource Wealth Advisors’s United Security Bancshares UBFO Stock Holding History

EverSource Wealth Advisors’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 Q2	–	Sell	-16	Closed	-$169	–	4546
2026 Q1	$169	Buy	16 +4	+33%	+$42	﹤0.01%	4219
2025 Q4	$121	Sell	12 -1	-8%	-$10	﹤0.01%	4083
2025 Q3	$121	Buy	+13	New	+$118	﹤0.01%	4175

EverSource Wealth Advisors's UBFO Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of United Security Bancshares (UBFO) in Q2 2026, closing a stake of 16 shares — an estimated $169 sold.

EverSource Wealth Advisors first reported a position in UBFO in Q3 2025 and held it in 3 quarters. The position peaked at $169 in Q1 2026. 0 funds tracked by Wall St. Rank hold UBFO as of Q2 2026.

EverSource Wealth Advisors reported no remaining United Security Bancshares position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 16 United Security Bancshares shares in Q2 2026, an estimated $169.
EverSource Wealth Advisors first reported a position in United Security Bancshares in Q3 2025 and held it in 3 quarters.
EverSource Wealth Advisors's United Security Bancshares position peaked at $169 in Q1 2026.
0 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.