RWM
UBFO

Ritholtz Wealth Management’s United Security Bancshares UBFO Stock Holding History

Ritholtz 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
2024
Q3 		– Sell
-10,310
Closed -$74.7K – 917
2024
Q2 		$74.7K Sell
10,310
-484
-4% -$3.53K ﹤0.01% 812
2024
Q1 		$83.2K Sell
10,794
-193
-2% -$1.48K ﹤0.01% 773
2023
Q4 		$92.4K Sell
10,987
-6,400
-37% -$50K ﹤0.01% 735
2023
Q3 		$129K Buy
17,387
+982
+6% +$6.98K 0.01% 670
2023
Q2 		$109K Buy
+16,405
New +$102K ﹤0.01% 651

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
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ritholtz Wealth Management's UBFO Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of United Security Bancshares (UBFO) in Q3 2024, closing a stake of 10,310 shares — an estimated $74.7K sold.

Ritholtz Wealth Management first reported a position in UBFO in Q2 2023 and held it in 5 quarters. The position peaked at $129K in Q3 2023. 45 funds tracked by Wall St. Rank hold UBFO as of Q3 2024.

  • Ritholtz Wealth Management reported no remaining United Security Bancshares position as of Q3 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,310 United Security Bancshares shares in Q3 2024, an estimated $74.7K.
  • Ritholtz Wealth Management first reported a position in United Security Bancshares in Q2 2023 and held it in 5 quarters.
  • Ritholtz Wealth Management's United Security Bancshares position peaked at $129K in Q3 2023.
  • 45 funds tracked by Wall St. Rank held United Security Bancshares as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.