GWMIA
UBFO

Global Wealth Management Investment Advisory’s United Security Bancshares UBFO Stock Holding History

Global Wealth Management Investment Advisory’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
2025
Q2 		– Sell
-12,306
Closed -$110K – 150
2025
Q1 		$110K Buy
+12,306
New +$118K 0.02% 137

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Global Wealth Management Investment Advisory's UBFO Position: Q2 2025 in Review

Global Wealth Management Investment Advisory sold out of United Security Bancshares (UBFO) in Q2 2025, closing a stake of 12,306 shares — an estimated $110K sold.

Global Wealth Management Investment Advisory first reported a position in UBFO in Q1 2025 and held it in 1 quarter. The position peaked at $110K in Q1 2025. 54 funds tracked by Wall St. Rank hold UBFO as of Q2 2025.

  • Global Wealth Management Investment Advisory reported no remaining United Security Bancshares position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 12,306 United Security Bancshares shares in Q2 2025, an estimated $110K.
  • Global Wealth Management Investment Advisory first reported a position in United Security Bancshares in Q1 2025 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's United Security Bancshares position peaked at $110K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2025.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2025, filed 7 Aug 2025.