Northwestern Mutual Wealth Management
UBFO

Northwestern Mutual Wealth Management’s United Security Bancshares UBFO Stock Holding History

Northwestern Mutual Wealth 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
2023
Q1 		– Sell
-145
Closed -$1.06K – 3590
2022
Q4 		$1.06K Hold
145
– – ﹤0.01% 3037
2022
Q3 		$1K Hold
145
– – ﹤0.01% 3027
2022
Q2 		$1K Hold
145
– – ﹤0.01% 3088
2022
Q1 		$1K Buy
+145
New +$1.2K ﹤0.01% 3039

Other funds holding UBFO

BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $5.69B AUM 60.64% 1-Year Est. Return

Northwestern Mutual Wealth Management's UBFO Position: Q1 2023 in Review

Northwestern Mutual Wealth Management sold out of United Security Bancshares (UBFO) in Q1 2023, closing a stake of 145 shares — an estimated $1.06K sold.

Northwestern Mutual Wealth Management first reported a position in UBFO in Q1 2022 and held it in 4 quarters. The position peaked at $1.06K in Q4 2022. 44 funds tracked by Wall St. Rank hold UBFO as of Q1 2023.

  • Northwestern Mutual Wealth Management reported no remaining United Security Bancshares position as of Q1 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 145 United Security Bancshares shares in Q1 2023, an estimated $1.06K.
  • Northwestern Mutual Wealth Management first reported a position in United Security Bancshares in Q1 2022 and held it in 4 quarters.
  • Northwestern Mutual Wealth Management's United Security Bancshares position peaked at $1.06K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held United Security Bancshares as of Q1 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.