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UBFO

United Security Bancshares

Delisted

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

45 hedge funds and large institutions have $38.7M invested in United Security Bancshares in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

5% more funds holding

Funds holding: 4345 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.37% less ownership

Funds ownership: 31.22%30.85% (-0.37%)

7% less capital invested

Capital invested by funds: $41.5M → $38.7M (-$2.81M)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
12
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$140K -$6.97K -956 -5%
Citigroup
27
Citigroup
New York
$105K -$36.2K -4,972 -26%
Goldman Sachs
28
Goldman Sachs
New York
$98.7K +$240 +33 +0.2%
HSBC Holdings
29
HSBC Holdings
United Kingdom
$97.9K
MMA
30
Miracle Mile Advisors
California
$94.3K -$7.29K -1,000 -7%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$85.8K -$31.5K -4,327 -27%
SRIM
32
Saratoga Research & Investment Management
California
$79.8K
RWM
33
Ritholtz Wealth Management
New York
$74.7K -$3.53K -484 -4%
CSC
34
Caldwell Sutter Capital
California
$73K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$67K
LSV Asset Management
36
LSV Asset Management
Illinois
$36K
TRCT
37
Tower Research Capital (TRC)
New York
$12K +$3.99K +548 +50%
UBS Group
38
UBS Group
Switzerland
$10.7K +$10.2K +1,402 +1,975%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$10K
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$5.09K -$241K -33,079 -98%
IC
41
Innealta Capital
Texas
$3.14K +$3.15K +433 New
SPIA
42
Steward Partners Investment Advisory
New York
$906 +$911 +125 New
Bank of America
43
Bank of America
North Carolina
$841 -$7.9K -1,084 -90%
JP Morgan Chase
44
JP Morgan Chase
New York
$674
Osaic Holdings
45
Osaic Holdings
Arizona
$247 +$248 +34 New
Wells Fargo
46
Wells Fargo
California
$3 -$802 -110 Closed
HGERS
47
Householder Group Estate & Retirement Specialist
Arizona
-$586 -76 Closed

UBFO Hedge Fund Activity: Q2 2024 in Review

45 of the 6,931 institutional investors tracked by Wall St. Rank reported a position in United Security Bancshares (UBFO) for Q2 2024, worth a combined $38.7M — down 6.8% from $41.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UBFO positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $302K. The largest seller was Jane Street, cutting an estimated $274K.

  • 45 institutional investors held United Security Bancshares (UBFO) as of Q2 2024, up from 43 in Q1 2024.
  • Funds reported $38.7M of United Security Bancshares stock for Q2 2024, down 6.8% quarter-over-quarter.
  • 4 funds opened new United Security Bancshares positions in Q2 2024 and 2 closed out, a net change of +2 holders.
  • The largest United Security Bancshares buyer in Q2 2024 was Fourthstone LLC, an estimated $302K added.
  • The largest United Security Bancshares seller in Q2 2024 was Jane Street, an estimated $274K sold.

Based on aggregated 13F filings for Q2 2024.