SVBP
UBFO

Strategic Value Bank Partners’s United Security Bancshares UBFO Stock Holding History

Strategic Value Bank 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
2023
Q2 		– Sell
-932,491
Closed -$5.95M – 27
2023
Q1 		$5.95M Hold
932,491
– – 3.49% 12
2022
Q4 		$6.82M Hold
932,491
– – 4.11% 10
2022
Q3 		$6.08M Hold
932,491
– – 4.05% 11
2022
Q2 		$7.11M Hold
932,491
– – 5.5% 9
2022
Q1 		$7.74M Hold
932,491
– – 5.32% 9
2021
Q4 		$7.57M Buy
+932,491
New +$7.44M 6.85% 8

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 $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Strategic Value Bank Partners's UBFO Position: Q2 2023 in Review

Strategic Value Bank Partners sold out of United Security Bancshares (UBFO) in Q2 2023, closing a stake of 932,491 shares — an estimated $5.95M sold.

Strategic Value Bank Partners first reported a position in UBFO in Q4 2021 and held it in 6 quarters. The position peaked at $7.74M in Q1 2022. 38 funds tracked by Wall St. Rank hold UBFO as of Q2 2023.

  • Strategic Value Bank Partners reported no remaining United Security Bancshares position as of Q2 2023 after selling out during the quarter.
  • Strategic Value Bank Partners sold 932,491 United Security Bancshares shares in Q2 2023, an estimated $5.95M.
  • Strategic Value Bank Partners first reported a position in United Security Bancshares in Q4 2021 and held it in 6 quarters.
  • Strategic Value Bank Partners's United Security Bancshares position peaked at $7.74M in Q1 2022.
  • 38 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2023.

Based on Strategic Value Bank Partners's 13F filing for Q2 2023, filed 14 Aug 2023.