KCM
UBFO

Kennedy Capital Management’s United Security Bancshares UBFO Stock Holding History

Kennedy Capital Management’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
Q1 		– Sell
-77,868
Closed -$786K – 700
2024
Q4 		$786K Hold
77,868
– – 0.02% 611
2024
Q3 		$678K Hold
77,868
– – 0.02% 625
2024
Q2 		$565K Sell
77,868
-273
-0.3% -$1.99K 0.01% 634
2024
Q1 		$602K Buy
78,141
+19,658
+34% +$150K 0.01% 647
2023
Q4 		$492K Buy
58,483
+29
+0% +$227 0.01% 632
2023
Q3 		$435K Buy
58,454
+4,749
+9% +$33.8K 0.01% 620
2023
Q2 		$358K Sell
53,705
-5,435
-9% -$33.8K 0.01% 626
2023
Q1 		$377K Buy
+59,140
New +$440K 0.01% 580
2021
Q4 		– Sell
-117,809
Closed -$941K – 642
2021
Q3 		$941K Buy
117,809
+15,155
+15% +$122K 0.02% 530
2021
Q2 		$839K Sell
102,654
-490,412
-83% -$3.98M 0.02% 533
2021
Q1 		$4.86M Buy
593,066
+53,509
+10% +$405K 0.1% 376
2020
Q4 		$3.8M Buy
539,557
+117,964
+28% +$796K 0.09% 404
2020
Q3 		$2.58M Buy
421,593
+121,348
+40% +$763K 0.07% 447
2020
Q2 		$2.01M Sell
300,245
-9,154
-3% -$57.4K 0.06% 497
2020
Q1 		$1.98M Buy
309,399
+121,533
+65% +$1.09M 0.07% 461
2019
Q4 		$2.02M Buy
187,866
+160,915
+597% +$1.67M 0.05% 542
2019
Q3 		$284K Hold
26,951
– – 0.01% 666
2019
Q2 		$307K Buy
+26,951
New +$282K 0.01% 670

Other funds holding UBFO

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 $605M AUM 26% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kennedy Capital Management's UBFO Position: Q1 2025 in Review

Kennedy Capital Management sold out of United Security Bancshares (UBFO) in Q1 2025, closing a stake of 77,868 shares — an estimated $786K sold.

Kennedy Capital Management first reported a position in UBFO in Q2 2019 and held it in 18 quarters. The position peaked at $4.86M in Q1 2021. 52 funds tracked by Wall St. Rank hold UBFO as of Q1 2025.

  • Kennedy Capital Management reported no remaining United Security Bancshares position as of Q1 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 77,868 United Security Bancshares shares in Q1 2025, an estimated $786K.
  • Kennedy Capital Management first reported a position in United Security Bancshares in Q2 2019 and held it in 18 quarters.
  • Kennedy Capital Management's United Security Bancshares position peaked at $4.86M in Q1 2021.
  • 52 funds tracked by Wall St. Rank held United Security Bancshares as of Q1 2025.

Based on Kennedy Capital Management's 13F filing for Q1 2025, filed 13 May 2025.