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UBFO

United Security Bancshares

Delisted

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

44 hedge funds and large institutions have $44.7M invested in United Security Bancshares in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $37.2M → $44.7M (+$7.45M)

10% more funds holding

Funds holding: 4044 (+4)

1.72% more ownership

Funds ownership: 29.27%30.99% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
18
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAG
1
Bridgewealth Advisory Group
California
$10M +$7.44K +951 +0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.06M +$154K +19,650 +2%
FCM
3
FJ Capital Management
Virginia
$5.17M
BFC
4
Banc Funds Company
Illinois
$4.75M
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.58M +$2.35M +300,318 +123%
AllianceBernstein
6
AllianceBernstein
Tennessee
$1.98M +$159K +20,384 +9%
BCM
7
Bridgeway Capital Management
Texas
$1.06M +$28.3K +3,624 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.02M +$48.1K +6,145 +5%
BlackRock
9
BlackRock
New York
$856K -$5.07K -648 -0.6%
Renaissance Technologies
10
Renaissance Technologies
New York
$814K +$274K +35,053 +57%
DWM
11
Destination Wealth Management
California
$795K
American Century Companies
12
American Century Companies
Missouri
$713K
PWAC
13
Private Wealth Advisors (California)
California
$667K +$5.47K +700 +0.9%
KCM
14
Kennedy Capital Management
Missouri
$492K +$227 +29 +0%
EF
15
Empowered Funds
Pennsylvania
$335K +$28.3K +3,624 +10%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$334K +$303K +38,740 +3,761%
Morgan Stanley
17
Morgan Stanley
New York
$313K +$85.5K +10,934 +42%
PCI
18
Planning Center Inc
Illinois
$303K +$282K +36,025 New
KPWS
19
Kestra Private Wealth Services
Texas
$288K +$4.38K +560 +2%
State Street
20
State Street
Massachusetts
$261K -$123K -15,713 -34%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$239K +$223K +28,470 New
6CM
22
683 Capital Management
New York
$228K +$212K +27,127 New
Barclays
23
Barclays
United Kingdom
$218K -$25.6K -3,280 -11%
SM
24
Salzhauer Michael
$213K
Goldman Sachs
25
Goldman Sachs
New York
$204K +$83.3K +10,653 +79%

UBFO Hedge Fund Activity: Q4 2023 in Review

44 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in United Security Bancshares (UBFO) for Q4 2023, worth a combined $44.7M — up 20% from $37.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UBFO positions and 4 closed out — a net gain of 4 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.35M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $1.23M sold.

  • 44 institutional investors held United Security Bancshares (UBFO) as of Q4 2023, up from 40 in Q3 2023.
  • Funds reported $44.7M of United Security Bancshares stock for Q4 2023, up 20% quarter-over-quarter.
  • 8 funds opened new United Security Bancshares positions in Q4 2023 and 4 closed out, a net change of +4 holders.
  • The largest United Security Bancshares buyer in Q4 2023 was Vanguard Group, an estimated $2.35M added.
  • The largest United Security Bancshares seller in Q4 2023 was Fourthstone LLC, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2023.