United Security Bancshares Ownership | Who Owns United Security Bancshares?
United Security Bancshares Ownership Summary
United Security Bancshares is owned by 36.51% institutional investors, 22.22% insiders, and 41.27% retail investors. Bridgewealth advisory group is the largest institutional shareholder, holding 7.07% of UBFO shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.54% of its assets in United Security Bancshares shares.
UBFO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | United Security Bancshares | 36.51% | 22.22% | 41.27% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bridgewealth advisory group | 1.22M | 7.07% | $12.27M |
| Dimensional fund advisors lp | 920.29K | 5.33% | $9.27M |
| Vanguard group | 756.25K | 4.39% | $7.62M |
| Fourthstone | 637.92K | 3.70% | $6.42M |
| Blackrock funding, inc. /de | 616.80K | 3.58% | $6.21M |
| Banc funds | 536.32K | 3.11% | $5.40M |
| Geode capital management | 326.22K | 1.89% | $3.29M |
| Millennium management | 217.32K | 1.26% | $1.95M |
| Susquehanna group, llp | 155.56K | 0.90% | $1.57M |
| Bridgeway capital management | 150.02K | 0.87% | $1.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bridgewealth advisory group | 1.22M | 2.71% | $12.27M |
| Fourthstone | 637.92K | 1.20% | $6.42M |
| Banc funds | 536.32K | 1.07% | $5.40M |
| Caldwell sutter capital | 10.06K | 0.04% | $101.36K |
| Private wealth advisors | 12.74K | 0.04% | $128.34K |
| Planning center | 36.02K | 0.04% | $362.77K |
| Bridgeway capital management | 150.02K | 0.03% | $1.40M |
| Mraz, amerine & associates | 18.25K | 0.03% | $183.76K |
| Destination wealth management | 94.51K | 0.02% | $951.67K |
| Saratoga research & investment management | 11.00K | 0.01% | $110.77K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 217.32K | 0.00% | 170.31K |
| Susquehanna group, llp | 155.56K | 0.00% | 110.13K |
| Blackrock funding, inc. /de | 616.80K | 0.00% | 104.69K |
| Fourthstone | 637.92K | 1.20% | 82.10K |
| Goldman sachs group | 96.18K | 0.00% | 54.79K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | - | - | -606.43K |
| Kennedy capital management | - | - | -77.87K |
| Private wealth advisors | 12.74K | 0.04% | -37.70K |
| Alliancebernstein | 143.40K | 0.00% | -36.70K |
| 683 capital management | - | - | -36.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Jane street group | 15.00K | - | 15.00K | $151.06K |
| Russell investments group | 1.15K | - | 1.15K | $10.70K |
| Assetmark | 827.00 | - | 827.00 | $8.33K |
| Pnc financial services group | 184.00 | - | 184.00 | $1.85K |
| Gamma investing | 83.00 | - | 83.00 | $836.00 |
Sold Out
| Holder | Change |
|---|---|
| Householder group estate & retirement specialist | -76.00 |
| Srs capital advisors | -101.00 |
| Steward partners investment advisory | -125.00 |
| Innealta capital | -433.00 |
| Cubist systematic strategies | -2.63K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 56 | -11.11% | 6,294,121 | 0.80% | 36 | 2.78% | 26 | -21.21% | 16 | 6.67% |
| Sep 30, 2025 | 57 | 5.56% | 6,141,225 | -1.52% | 35 | 2.72% | 29 | -17.14% | 14 | 75.00% |
| Jun 30, 2025 | 52 | 1.96% | 6,225,099 | 38.75% | 36 | 5.33% | 35 | 34.62% | 8 | -20.00% |
| Mar 31, 2025 | 1 | -98.00% | 46,490 | -99.17% | - | 0.03% | 1 | -96.88% | - | -100.00% |
| Dec 31, 2024 | 36 | -18.18% | 3,916,743 | -22.27% | 22 | 2.65% | 18 | -25.00% | 7 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 437.55K | 2.54% | - |
| Vanguard Total Stock Mkt Idx Inv | 426.78K | 2.43% | - |
| DFA US Small Cap Value I | 261.63K | 1.49% | - |
| iShares Russell 2000 ETF | 168.57K | 0.96% | 168.57K |
| Vanguard Institutional Extnd Mkt Idx Tr | 146.26K | 0.83% | - |
| Fidelity Small Cap Index | 144.00K | 0.82% | -171.00 |
| DFA US Targeted Value I | 127.84K | 0.73% | -2.07K |
| iShares Russell 2000 Value ETF | 115.80K | 0.66% | 115.80K |
| Dimensional US Targeted Value ETF | 88.28K | 0.50% | - |
| Avantis US Small Cap Value ETF | 82.77K | 0.47% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 07, 2025 | GILL JAGROOP | - | Buy | $465.30K |
| Aug 07, 2025 | GILL JAGROOP | - | Buy | $465.30K |
| May 29, 2025 | ELLITHORPE G THOMPSON | - | Buy | $19.07K |
| Dec 03, 2024 | OBERG ROBERT C JR | SVP & CHIEF RISK OFFICER | Sell | $47.07K |
| Nov 27, 2024 | ELLITHORPE G THOMPSON | - | Buy | $14.40K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
UBFO Ownership FAQ
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