True Wealth Design’s United Security Bancshares UBFO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-9
Closed -$95 2892
2026
Q1
$95 Hold
9
﹤0.01% 2483
2025
Q4
$91 Sell
9
-1
-10% -$10 ﹤0.01% 2351
2025
Q3
$94 Buy
+10
New +$91 ﹤0.01% 2457

True Wealth Design's UBFO Position: Q2 2026 in Review

True Wealth Design sold out of United Security Bancshares (UBFO) in Q2 2026, closing a stake of 9 shares — an estimated $95 sold.

True Wealth Design first reported a position in UBFO in Q3 2025 and held it in 3 quarters. The position peaked at $95 in Q1 2026. 0 funds tracked by Wall St. Rank hold UBFO as of Q2 2026.

  • True Wealth Design reported no remaining United Security Bancshares position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 9 United Security Bancshares shares in Q2 2026, an estimated $95.
  • True Wealth Design first reported a position in United Security Bancshares in Q3 2025 and held it in 3 quarters.
  • True Wealth Design's United Security Bancshares position peaked at $95 in Q1 2026.
  • 0 funds tracked by Wall St. Rank held United Security Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.