UNITED SECURITY BANCSHARE/CA UBFO
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Institutional holders
77
+5 QoQ
13F value
$73.5M
+10.0% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns UBFO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Bridgewealth Advisory Group, LLC | Wealth advisor | 1.2M | $12.6M | 2.6% | -1.2% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 926.6K | $9.7M | 0.0% | +0.7% |
| Fourthstone LLC ★2 | Fundamental diversified | 664.3K | $7.0M | 1.2% | +4.1% |
| BlackRock, Inc. | Index provider | 649.8K | $6.8M | 0.0% | +5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 584.7K | $6.1M | 0.0% | — |
| BANC FUNDS CO LLC | Other | 532.3K | $5.6M | 1.0% | -0.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 302.8K | $3.2M | 0.0% | -7.2% |
| GLAZER CAPITAL, LLC | Quant stat arb | 252.4K | $2.7M | 0.1% | +120.5% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 159.8K | $1.7M | 0.0% | +1.6% |
| STATE STREET CORP | Index provider | 143.0K | $1.5M | 0.0% | +7.1% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 113.9K | $1.2M | 0.0% | +28.0% |
| NORTHERN TRUST CORP | Index provider | 101.4K | $1.1M | 0.0% | +14.1% |
| Destination Wealth Management | Wealth advisor | 94.5K | $993K | 0.0% | Held |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 94.2K | $990K | 0.0% | +502.8% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 92.5K | $931K | 0.0% | New |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 87.5K | $920K | 0.0% | — |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 83.4K | $876K | 0.0% | -1.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 80.0K | $841K | 0.0% | — |
| Empowered Funds, LLC | Diversified mechanical | 73.9K | $776K | 0.0% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 64.6K | $679K | 0.0% | -32.8% |
| Yakira Capital Management, Inc. | Other | 60.4K | $635K | 0.2% | -2.1% |
| BARCLAYS PLC | Bank broker | 58.8K | $618K | 0.0% | -12.5% |
| MORGAN STANLEY | Bank broker | 57.1K | $601K | 0.0% | +16.3% |
| Cerity Partners LLC | Diversified mechanical | 52.6K | $553K | 0.0% | -0.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 38.8K | $408K | 0.0% | +1.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 36.9K | $388K | 0.0% | -8.8% |
| Planning Center, Inc. | Wealth advisor | 36.0K | $379K | 0.0% | Held |
| ROYAL BANK OF CANADA | Bank broker | 31.9K | $334K | 0.0% | -8.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 31.0K | $326K | 0.0% | -7.0% |
| Nuveen, LLC | Diversified mechanical | 24.7K | $259K | 0.0% | Held |
| HSBC HOLDINGS PLC | Bank broker | 24.4K | $256K | 0.0% | -50.0% |
| Transmarket Holdings LP | Wealth advisor | 23.4K | $246K | 0.1% | New |
| OXFORD ASSET MANAGEMENT LLP | Quant stat arb | 23.1K | $243K | 0.1% | New |
| Composition Wealth, LLC | Wealth advisor | 23.0K | $242K | 0.0% | Held |
| Mraz, Amerine & Associates, Inc. ★2 | Fundamental diversified | 18.2K | $192K | 0.0% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 17.1K | $180K | 0.0% | -43.4% |
| PRELUDE CAPITAL MANAGEMENT, LLC | Diversified mechanical | 15.5K | $163K | 0.0% | +25.0% |
| CSS LLC/IL | Other | 13.7K | $144K | 0.0% | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 11.5K | $121K | 0.0% | -1.6% |
| Saratoga Research & Investment Management ★3 | Fundamental concentrated | 11.0K | $116K | 0.0% | Held |
| RHUMBLINE ADVISERS | Diversified mechanical | 10.3K | $108K | 0.0% | -1.7% |
| CALDWELL SUTTER CAPITAL, INC. | Other | 10.1K | $106K | 0.0% | Held |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 9.1K | $96K | 0.0% | Held |
| PenderFund Capital Management Ltd. | Quant stat arb | 8.3K | $87K | 0.0% | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 6.6K | $69K | 0.0% | +2.7% |
| DEUTSCHE BANK AG\ | Bank broker | 6.0K | $64K | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 5.7K | $59K | 0.0% | -18.0% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 5.4K | $57K | 0.0% | — |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.2K | $55K | 0.0% | -87.7% |
| UBS Group AG | Bank broker | 5.0K | $52K | 0.0% | +7.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.