SPIA
UBFO

Steward Partners Investment Advisory’s United Security Bancshares UBFO Stock Holding History

Steward Partners Investment Advisory’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
-125
Closed -$906 – 3849
2024
Q2 		$906 Buy
+125
New +$911 ﹤0.01% 3407

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

Steward Partners Investment Advisory's UBFO Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of United Security Bancshares (UBFO) in Q3 2024, closing a stake of 125 shares — an estimated $906 sold.

Steward Partners Investment Advisory first reported a position in UBFO in Q2 2024 and held it in 1 quarter. The position peaked at $906 in Q2 2024. 45 funds tracked by Wall St. Rank hold UBFO as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining United Security Bancshares position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 125 United Security Bancshares shares in Q3 2024, an estimated $906.
  • Steward Partners Investment Advisory first reported a position in United Security Bancshares in Q2 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's United Security Bancshares position peaked at $906 in Q2 2024.
  • 45 funds tracked by Wall St. Rank held United Security Bancshares as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.