KFP
UBFO

Kerr Financial Planning’s United Security Bancshares UBFO Stock Holding History

Kerr Financial Planning’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
Q1 		– Sell
-3,472
Closed -$39.2K – 538
2025
Q4 		$39.2K Buy
3,472
+41
+1% +$393 0.05% 203
2025
Q3 		$32.9K Buy
+3,431
New +$31.2K 0.05% 203

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
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kerr Financial Planning's UBFO Position: Q1 2026 in Review

Kerr Financial Planning sold out of United Security Bancshares (UBFO) in Q1 2026, closing a stake of 3,472 shares — an estimated $39.2K sold.

Kerr Financial Planning first reported a position in UBFO in Q3 2025 and held it in 2 quarters. The position peaked at $39.2K in Q4 2025. 77 funds tracked by Wall St. Rank hold UBFO as of Q1 2026.

  • Kerr Financial Planning reported no remaining United Security Bancshares position as of Q1 2026 after selling out during the quarter.
  • Kerr Financial Planning sold 3,472 United Security Bancshares shares in Q1 2026, an estimated $39.2K.
  • Kerr Financial Planning first reported a position in United Security Bancshares in Q3 2025 and held it in 2 quarters.
  • Kerr Financial Planning's United Security Bancshares position peaked at $39.2K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held United Security Bancshares as of Q1 2026.

Based on Kerr Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.