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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 $43.9M invested in United Security Bancshares in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

13% more capital invested

Capital invested by funds: $38.7M → $43.9M (+$5.14M)

0% more funds holding

Funds holding: 4545 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.76% less ownership

Funds ownership: 30.85%29.09% (-1.8%)

Holders
45
Holders Change
Holders Change %
0%
% 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
5
Increased
20
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$141K +$20.4K +2,572 +19%
MMA
27
Miracle Mile Advisors
California
$139K +$23.8K +3,000 +23%
Citigroup
28
Citigroup
New York
$139K +$11.7K +1,476 +10%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$130K +$27K +3,406 +29%
Citadel Advisors
30
Citadel Advisors
Florida
$127K +$115K +14,534 New
HSBC Holdings
31
HSBC Holdings
United Kingdom
$124K +$6.38K +804 +6%
UBS Group
32
UBS Group
Switzerland
$121K +$98.6K +12,428 +844%
SRIM
33
Saratoga Research & Investment Management
California
$95.8K
Millennium Management
34
Millennium Management
New York
$95K +$86.6K +10,910 New
CSC
35
Caldwell Sutter Capital
California
$87.7K
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$81K
LSV Asset Management
37
LSV Asset Management
Illinois
$43K
AWA
38
Archvest Wealth Advisors
California
$39.7K +$36.2K +4,559 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$12K
Bank of America
40
Bank of America
North Carolina
$2.28K +$1.16K +146 +126%
TRCT
41
Tower Research Capital (TRC)
New York
$993 -$12.2K -1,537 -93%
JP Morgan Chase
42
JP Morgan Chase
New York
$810
Osaic Holdings
43
Osaic Holdings
Arizona
$296
Wells Fargo
44
Wells Fargo
California
$6 +$8 +1 New
FCM
45
FJ Capital Management
Virginia
-$4.4M -606,434 Closed
Jane Street
46
Jane Street
New York
-$194K -26,807 Closed
RWM
47
Ritholtz Wealth Management
New York
-$74.7K -10,310 Closed
IC
48
Innealta Capital
Texas
-$3.14K -433 Closed
SPIA
49
Steward Partners Investment Advisory
New York
-$906 -125 Closed
HGERS
50
Householder Group Estate & Retirement Specialist
Arizona
+$603 +76 New

UBFO Hedge Fund Activity: Q3 2024 in Review

45 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in United Security Bancshares (UBFO) for Q3 2024, worth a combined $43.9M — up 13% from $38.7M a quarter earlier.

Fund positioning in UBFO was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 20 added to existing stakes and 7 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $1.03M. The largest seller was FJ Capital Management, exiting entirely with an estimated $4.4M sold.

  • 45 institutional investors held United Security Bancshares (UBFO) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $43.9M of United Security Bancshares stock for Q3 2024, up 13% quarter-over-quarter.
  • 5 funds opened new United Security Bancshares positions in Q3 2024 and 5 closed out, a net change of 0 holders.
  • The largest United Security Bancshares buyer in Q3 2024 was Fourthstone LLC, an estimated $1.03M added.
  • The largest United Security Bancshares seller in Q3 2024 was FJ Capital Management, an estimated $4.4M sold.

Based on aggregated 13F filings for Q3 2024.