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UBFO

United Security Bancshares

Delisted

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

40 hedge funds and large institutions have $37.2M invested in United Security Bancshares in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

14% more capital invested

Capital invested by funds: $32.7M → $37.2M (+$4.5M)

5% more funds holding

Funds holding: 3840 (+2)

0.53% more ownership

Funds ownership: 28.74%29.27% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAG
1
Bridgewealth Advisory Group
California
$8.88M +$314K +44,182 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$6.1M -$42.5K -5,982 -0.7%
FCM
3
FJ Capital Management
Virginia
$4.58M
BFC
4
Banc Funds Company
Illinois
$4.2M +$1.55M +217,664 +63%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.82M +$473K +66,595 +38%
AllianceBernstein
6
AllianceBernstein
Tennessee
$1.6M +$298K +41,955 +24%
FL
7
Fourthstone LLC
Missouri
$1.23M +$1.18M +165,563 New
BCM
8
Bridgeway Capital Management
Texas
$914K +$149K +21,002 +21%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$855K +$24.4K +3,432 +3%
BlackRock
10
BlackRock
New York
$762K +$24K +3,378 +3%
DWM
11
Destination Wealth Management
California
$703K
American Century Companies
12
American Century Companies
Missouri
$631K -$711 -100 -0.1%
EC
13
EJF Capital
Virginia
$627K -$53.3K -7,500 -8%
PWAC
14
Private Wealth Advisors (California)
California
$585K -$718 -101 -0.1%
Renaissance Technologies
15
Renaissance Technologies
New York
$460K +$12.5K +1,754 +3%
KCM
16
Kennedy Capital Management
Missouri
$435K +$33.8K +4,749 +9%
State Street
17
State Street
Massachusetts
$348K -$7.22K -1,016 -2%
EF
18
Empowered Funds
Pennsylvania
$274K +$21.3K +3,002 +9%
KPWS
19
Kestra Private Wealth Services
Texas
$250K +$239K +33,640 New
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$244K +$28K +3,933 +14%
Barclays
21
Barclays
United Kingdom
$217K +$26.9K +3,786 +15%
Morgan Stanley
22
Morgan Stanley
New York
$196K +$65.8K +9,249 +54%
SM
23
Salzhauer Michael
$189K
Northern Trust
24
Northern Trust
Illinois
$181K
MAA
25
Mraz Amerine & Associates
California
$148K

UBFO Hedge Fund Activity: Q3 2023 in Review

40 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in United Security Bancshares (UBFO) for Q3 2023, worth a combined $37.2M — up 14% from $32.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UBFO positions and 3 closed out — a net gain of 3 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $1.55M. The largest seller was Elizabeth Park Capital Advisors, exiting entirely with an estimated $3.12M sold.

  • 40 institutional investors held United Security Bancshares (UBFO) as of Q3 2023, up from 38 in Q2 2023.
  • Funds reported $37.2M of United Security Bancshares stock for Q3 2023, up 14% quarter-over-quarter.
  • 6 funds opened new United Security Bancshares positions in Q3 2023 and 3 closed out, a net change of +3 holders.
  • The largest United Security Bancshares buyer in Q3 2023 was Banc Funds Company, an estimated $1.55M added.
  • The largest United Security Bancshares seller in Q3 2023 was Elizabeth Park Capital Advisors, an estimated $3.12M sold.

Based on aggregated 13F filings for Q3 2023.