Root Financial Partners’s United Security Bancshares UBFO Stock Holding History

Root Financial Partners’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	-6	Closed	-$63	–	3001
2026 Q1	$63	Buy	+6	New	+$63	﹤0.01%	3353

Root Financial Partners's UBFO Position: Q2 2026 in Review

Root Financial Partners sold out of United Security Bancshares (UBFO) in Q2 2026, closing a stake of 6 shares — an estimated $63 sold.

Root Financial Partners first reported a position in UBFO in Q1 2026 and held it in 1 quarter. The position peaked at $63 in Q1 2026. 0 funds tracked by Wall St. Rank hold UBFO as of Q2 2026.

Root Financial Partners reported no remaining United Security Bancshares position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 6 United Security Bancshares shares in Q2 2026, an estimated $63.
Root Financial Partners first reported a position in United Security Bancshares in Q1 2026 and held it in 1 quarter.
Root Financial Partners's United Security Bancshares position peaked at $63 in Q1 2026.
0 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.