UBFO

United Security Bancshare/ca

+$7.0M

Net Activity

Institutions Holding

77

Popularity Rank

#5046

Avg Weight

0.07%

Total Value

$73.5M

Ownership Trend

77 institutions currently hold UBFO, with 33 net buyers and 28 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

28

Net Buying Institutions

33

Key Holders

Key Holders

Top 5 by Value

BA
Bridgewealth Advisory Group, LLC
$12.6M
DF
Dimensional Fund Advisors LP
$9.7M
FL
Fourthstone LLC
$7.0M
BI
BlackRock, Inc.
$6.8M
VC
Vanguard Capital Management LLC
$6.1M

Top 5 by Conviction

BA
Bridgewealth Advisory Group, LLC
2.62%
FL
Fourthstone LLC
1.18%
BF
Banc Funds Co LLC
1.04%
YC
Yakira Capital Management, Inc.
0.19%
TH
Transmarket Holdings LP
0.13%
View all 77 holding institutions

Quarterly Activity

Recent Activity

+$36.5M

Total Buy Value

$27.7M

Total Sell Value

New buy10
Trim21
Add23
Sold out7

33

Net Buyers

28

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding UNITED SECURITY BANCSHARE/CA (UBFO)?
Major stakeholders currently include Bridgewealth Advisory Group, LLC ($12.6M), Dimensional Fund Advisors LP ($9.7M), Fourthstone LLC ($7.0M). Based on the latest 13F filings, there are a total of 77 tracked investment funds and institutions maintaining positions in UBFO.
What is the overall institutional sentiment toward UBFO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $7.0M, driven by 33 managers accumulating shares while 28 reduced their exposure.
Which institutions have been selling or reducing their UBFO positions?
In the latest period, 21 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $27.7M.
Are there any notable investors adding UBFO to their portfolios?
Yes, buying activity remains notable. 10 institutions opened new positions in {ticker}, and 23 existing holders added to their shares. The total reported buy value for the quarter amounted to $36.5M.

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