Osaic Holdings
UBFO

Osaic Holdings’s United Security Bancshares UBFO Stock Holding History

Osaic Holdings’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
Q4 		– Sell
-156
Closed -$953 – 8189
2025
Q3 		$953 Hold
156
– – ﹤0.01% 7371
2025
Q2 		$953 Hold
156
– – ﹤0.01% 7169
2025
Q1 		$1.4K Buy
+156
New +$1.49K ﹤0.01% 6714
2024
Q4 		– Sell
-34
Closed -$296 – 7640
2024
Q3 		$296 Hold
34
– – ﹤0.01% 7106
2024
Q2 		$247 Buy
+34
New +$248 ﹤0.01% 7136
2023
Q4 		– Sell
-11,631
Closed -$86.5K – 7465
2023
Q3 		$86.5K Buy
+11,631
New +$82.7K ﹤0.01% 4607

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Osaic Holdings's UBFO Position: Q4 2025 in Review

Osaic Holdings sold out of United Security Bancshares (UBFO) in Q4 2025, closing a stake of 156 shares — an estimated $953 sold.

Osaic Holdings first reported a position in UBFO in Q3 2023 and held it in 6 quarters. The position peaked at $86.5K in Q3 2023. 72 funds tracked by Wall St. Rank hold UBFO as of Q4 2025.

  • Osaic Holdings reported no remaining United Security Bancshares position as of Q4 2025 after selling out during the quarter.
  • Osaic Holdings sold 156 United Security Bancshares shares in Q4 2025, an estimated $953.
  • Osaic Holdings first reported a position in United Security Bancshares in Q3 2023 and held it in 6 quarters.
  • Osaic Holdings's United Security Bancshares position peaked at $86.5K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held United Security Bancshares as of Q4 2025.

Based on Osaic Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.