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UBFO

United Security Bancshares

Delisted

UBFO was delisted on the 31st of March, 2026.

38 hedge funds and large institutions have $32.7M invested in United Security Bancshares in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

5.29% less ownership

Funds ownership: 34.03%28.74% (-5.3%)

12% less capital invested

Capital invested by funds: $37.2M → $32.7M (-$4.52M)

14% less funds holding

Funds holding: 4438 (-6)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$114K +$17.1K +2,751 +19%
RCM
27
RB Capital Management
Nevada
$113K
RWM
28
Ritholtz Wealth Management
New York
$109K +$102K +16,405 New
HSBC Holdings
29
HSBC Holdings
United Kingdom
$84.4K
Goldman Sachs
30
Goldman Sachs
New York
$82.8K +$950 +153 +1%
SRIM
31
Saratoga Research & Investment Management
California
$73.3K +$68.3K +11,000 New
CSC
32
Caldwell Sutter Capital
California
$67K +$19K +3,065 +44%
Wells Fargo
33
Wells Fargo
California
$34K +$25 +4 +0.1%
LSV Asset Management
34
LSV Asset Management
Illinois
$33K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$7K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1K +$348 +56 +175%
TRCT
37
Tower Research Capital (TRC)
New York
$819 -$160K -25,839 -100%
JP Morgan Chase
38
JP Morgan Chase
New York
$619 -$2.55K -411 -82%
SVBP
39
Strategic Value Bank Partners
Ohio
-$5.95M -932,491 Closed
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
-$212K -33,225 Closed
BCM
41
BHZ Capital Management
California
-$163K -25,488 Closed
HF
42
HRT Financial
New York
-$93K -14,706 Closed
Citadel Advisors
43
Citadel Advisors
Florida
-$86.2K -13,514 Closed
Stifel Financial
44
Stifel Financial
Missouri
-$83.8K -13,127 Closed
Bank of America
45
Bank of America
North Carolina
-$75.8K -11,875 Closed
UBS Group
46
UBS Group
Switzerland
-$26.7K -4,191 Closed
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
-$19K -3,007 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
-$612 -96 Closed

UBFO Hedge Fund Activity: Q2 2023 in Review

38 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in United Security Bancshares (UBFO) for Q2 2023, worth a combined $32.7M — down 12% from $37.2M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UBFO and 5 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 11 added.

The largest buyer was BlackRock, adding an estimated $231K. The largest seller was Strategic Value Bank Partners, exiting entirely with an estimated $5.95M sold.

  • 38 institutional investors held United Security Bancshares (UBFO) as of Q2 2023, down from 44 in Q1 2023.
  • Funds reported $32.7M of United Security Bancshares stock for Q2 2023, down 12% quarter-over-quarter.
  • 5 funds opened new United Security Bancshares positions in Q2 2023 and 10 closed out, a net change of -5 holders.
  • The largest United Security Bancshares buyer in Q2 2023 was BlackRock, an estimated $231K added.
  • The largest United Security Bancshares seller in Q2 2023 was Strategic Value Bank Partners, an estimated $5.95M sold.

Based on aggregated 13F filings for Q2 2023.