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UBFO

United Security Bancshares

Delisted

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

52 hedge funds and large institutions have $40.2M invested in United Security Bancshares in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 5052 (+2)

6.46% less ownership

Funds ownership: 32.29%25.83% (-6.5%)

29% less capital invested

Capital invested by funds: $56.3M → $40.2M (-$16.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
+2
Holders Change %
+4%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
20
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$7
BAG
52
Bridgewealth Advisory Group
California
-$12.3M -1,217,932 Closed
KCM
53
Kennedy Capital Management
Missouri
-$786K -77,868 Closed
6CM
54
683 Capital Management
New York
-$367K -36,316 Closed
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
-$6K -558 Closed
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
-$394 -39 Closed
AW
57
Avion Wealth
Texas
+$277 +29 New

UBFO Hedge Fund Activity: Q1 2025 in Review

52 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in United Security Bancshares (UBFO) for Q1 2025, worth a combined $40.2M — down 29% from $56.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UBFO positions and 5 closed out — a net gain of 2 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.63M. The largest seller was Bridgewealth Advisory Group, exiting entirely with an estimated $12.3M sold.

  • 52 institutional investors held United Security Bancshares (UBFO) as of Q1 2025, up from 50 in Q4 2024.
  • Funds reported $40.2M of United Security Bancshares stock for Q1 2025, down 29% quarter-over-quarter.
  • 7 funds opened new United Security Bancshares positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest United Security Bancshares buyer in Q1 2025 was Millennium Management, an estimated $1.63M added.
  • The largest United Security Bancshares seller in Q1 2025 was Bridgewealth Advisory Group, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2025.