Householder Group Estate & Retirement Specialist’s United Security Bancshares UBFO Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-76	Closed	–	–	1173
2024 Q3	$0	Buy	+76	New	+$603	﹤0.01%	1323
2024 Q2	–	Sell	-76	Closed	-$586	–	1336
2024 Q1	$586	Hold	76	–	–	﹤0.01%	1149
2023 Q4	$0	Hold	76	–	–	﹤0.01%	1332
2023 Q3	$565	Buy	+76	New	+$540	﹤0.01%	1180
2023 Q1	$0	Buy	+76	New	+$565	﹤0.01%	1306
2022 Q4	–	Sell	-76	Closed	–	–	1079
2022 Q3	$0	Buy	+76	New	+$539	﹤0.01%	1197

Other funds holding UBFO

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's UBFO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of United Security Bancshares (UBFO) in Q4 2024, closing a stake of 76 shares.

Householder Group Estate & Retirement Specialist first reported a position in UBFO in Q3 2022 and held it in 6 quarters. The position peaked at $586 in Q1 2024. 50 funds tracked by Wall St. Rank hold UBFO as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining United Security Bancshares position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 76 United Security Bancshares shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in United Security Bancshares in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's United Security Bancshares position peaked at $586 in Q1 2024.
50 funds tracked by Wall St. Rank held United Security Bancshares as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.