PWAC
UBFO

Private Wealth Advisors (California)’s United Security Bancshares UBFO Stock Holding History

Private Wealth Advisors (California)’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
-12,745
Closed -$128K – 107
2025
Q4 		$128K Sell
12,745
-37,699
-75% -$362K 0.04% 91
2025
Q3 		$471K Sell
50,444
-1,112
-2% -$10.1K 0.16% 71
2025
Q2 		$446K Buy
51,556
+41
+0.1% +$350 0.16% 68
2025
Q1 		$462K Buy
51,515
+34
+0.1% +$325 0.17% 66
2024
Q4 		$520K Sell
51,481
-31,563
-38% -$295K 0.2% 63
2024
Q3 		$716K Buy
83,044
+1,233
+2% +$9.78K 0.27% 55
2024
Q2 		$591K Buy
81,811
+1,299
+2% +$9.47K 0.23% 57
2024
Q1 		$621K Buy
80,512
+1,168
+1% +$8.93K 0.25% 54
2023
Q4 		$667K Buy
79,344
+700
+0.9% +$5.47K 0.26% 49
2023
Q3 		$585K Sell
78,644
-101
-0.1% -$718 0.25% 52
2023
Q2 		$524K Sell
78,745
-704
-0.9% -$4.37K 0.21% 54
2023
Q1 		$507K Buy
79,449
+4,885
+7% +$36.3K 0.21% 55
2022
Q4 		$545K Buy
74,564
+983
+1% +$6.84K 0.18% 62
2022
Q3 		$480K Buy
73,581
+100
+0.1% +$709 0.22% 51
2022
Q2 		$532K Buy
73,481
+2,002
+3% +$15.5K 0.2% 54
2022
Q1 		$593K Sell
71,479
-7,014
-9% -$58.2K 0.19% 58
2021
Q4 		$637K Sell
78,493
-12,508
-14% -$99.8K 0.14% 68
2021
Q3 		$719K Buy
91,001
+2,118
+2% +$17.1K 0.17% 76
2021
Q2 		$726K Sell
88,883
-3,000
-3% -$24.3K 0.22% 62
2021
Q1 		$753K Sell
91,883
-1,000
-1% -$7.56K 0.26% 51
2020
Q4 		$653K Buy
92,883
+16,508
+22% +$111K 0.23% 49
2020
Q3 		$467K Buy
+76,375
New +$480K 0.24% 44
2020
Q1 		– Sell
-77,790
Closed -$835K – 73
2019
Q4 		$835K Sell
77,790
-30,000
-28% -$312K 0.48% 48
2019
Q3 		$1.13M Sell
107,790
-6,000
-5% -$63.7K 0.74% 29
2019
Q2 		$1.21M Hold
113,790
– – 0.82% 29
2019
Q1 		$1.21M Hold
113,790
– – 0.82% 29
2018
Q4 		$1.09M Buy
+113,790
New +$1.19M 0.88% 28

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 $3.38T AUM 44.17% 1-Year Est. Return

Private Wealth Advisors (California)'s UBFO Position: Q1 2026 in Review

Private Wealth Advisors (California) sold out of United Security Bancshares (UBFO) in Q1 2026, closing a stake of 12,745 shares — an estimated $128K sold.

Private Wealth Advisors (California) first reported a position in UBFO in Q4 2018 and held it in 27 quarters. The position peaked at $1.21M in Q2 2019. 77 funds tracked by Wall St. Rank hold UBFO as of Q1 2026.

  • Private Wealth Advisors (California) reported no remaining United Security Bancshares position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 12,745 United Security Bancshares shares in Q1 2026, an estimated $128K.
  • Private Wealth Advisors (California) first reported a position in United Security Bancshares in Q4 2018 and held it in 27 quarters.
  • Private Wealth Advisors (California)'s United Security Bancshares position peaked at $1.21M in Q2 2019.
  • 77 funds tracked by Wall St. Rank held United Security Bancshares as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.