Planning Center Inc’s United Security Bancshares UBFO Stock Holding History

Planning Center Inc’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 Q2	–	Sell	-36,025	Closed	-$379K	–	88
2026 Q1	$379K	Hold	36,025	–	–	0.04%	56
2025 Q4	$363K	Hold	36,025	–	–	0.04%	55
2025 Q3	$336K	Hold	36,025	–	–	0.04%	56
2025 Q2	$312K	Hold	36,025	–	–	0.03%	57
2025 Q1	$323K	Hold	36,025	–	–	0.04%	54
2024 Q4	$364K	Hold	36,025	–	–	0.05%	47
2024 Q3	$314K	Hold	36,025	–	–	0.04%	54
2024 Q2	$261K	Hold	36,025	–	–	0.03%	56
2024 Q1	$278K	Hold	36,025	–	–	0.06%	49
2023 Q4	$303K	Buy	+36,025	New	+$282K	0.07%	47

Planning Center Inc's UBFO Position: Q2 2026 in Review

Planning Center Inc sold out of United Security Bancshares (UBFO) in Q2 2026, closing a stake of 36,025 shares — an estimated $379K sold.

Planning Center Inc first reported a position in UBFO in Q4 2023 and held it in 10 quarters. The position peaked at $379K in Q1 2026. 0 funds tracked by Wall St. Rank hold UBFO as of Q2 2026.

Planning Center Inc reported no remaining United Security Bancshares position as of Q2 2026 after selling out during the quarter.
Planning Center Inc sold 36,025 United Security Bancshares shares in Q2 2026, an estimated $379K.
Planning Center Inc first reported a position in United Security Bancshares in Q4 2023 and held it in 10 quarters.
Planning Center Inc's United Security Bancshares position peaked at $379K in Q1 2026.
0 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.