LPL Financial
UBFO

LPL Financial’s United Security Bancshares UBFO Stock Holding History

LPL Financial’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
2021
Q4 		– Sell
-10,000
Closed -$80K – 4456
2021
Q3 		$80K Hold
10,000
– – ﹤0.01% 4179
2021
Q2 		$82K Buy
+10,000
New +$81.1K ﹤0.01% 4090
2014
Q3 		– Sell
-130,862
Closed -$646K – 2785
2014
Q2 		$646K Buy
+130,862
New +$646K ﹤0.01% 1620

Other funds holding UBFO

SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's UBFO Position: Q4 2021 in Review

LPL Financial sold out of United Security Bancshares (UBFO) in Q4 2021, closing a stake of 10,000 shares — an estimated $80K sold.

LPL Financial first reported a position in UBFO in Q2 2014 and held it in 3 quarters. The position peaked at $646K in Q2 2014. 41 funds tracked by Wall St. Rank hold UBFO as of Q4 2021.

  • LPL Financial reported no remaining United Security Bancshares position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 10,000 United Security Bancshares shares in Q4 2021, an estimated $80K.
  • LPL Financial first reported a position in United Security Bancshares in Q2 2014 and held it in 3 quarters.
  • LPL Financial's United Security Bancshares position peaked at $646K in Q2 2014.
  • 41 funds tracked by Wall St. Rank held United Security Bancshares as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.