United Security Bancshares Ownership | Who Owns United Security Bancshares?
United Security Bancshares Ownership Summary
United Security Bancshares is owned by 35.63% institutional investors, 22.22% insiders, and 42.15% 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 | 35.63% | 22.22% | 42.15% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bridgewealth advisory group | 1.22M | 7.07% | $11.37M |
| Dimensional fund advisors lp | 916.14K | 5.32% | $8.55M |
| Vanguard group | 753.23K | 4.37% | $7.03M |
| Fourthstone | 555.82K | 3.22% | $5.19M |
| Banc funds | 536.32K | 3.11% | $5.00M |
| Blackrock funding, inc. /de | 512.11K | 2.97% | $4.78M |
| Geode capital management | 328.22K | 1.90% | $3.06M |
| 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 | 2.63% | $11.37M |
| Fourthstone | 555.82K | 0.93% | $5.19M |
| Banc funds | 536.32K | 0.87% | $5.00M |
| Private wealth advisors | 51.56K | 0.16% | $445.95K |
| Caldwell sutter capital | 10.06K | 0.04% | $93.91K |
| Planning center | 36.02K | 0.04% | $336.11K |
| Bridgeway capital management | 150.02K | 0.03% | $1.40M |
| Mraz, amerine & associates | 18.25K | 0.03% | $170.25K |
| Destination wealth management | 100.51K | 0.03% | $937.72K |
| Salzhauer michael | 27.98K | 0.02% | $38.95K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 217.32K | 0.00% | 170.31K |
| Susquehanna group, llp | 155.56K | 0.00% | 110.13K |
| Fourthstone | 555.82K | 0.93% | 58.32K |
| Goldman sachs group | 41.39K | - | 16.31K |
| Deutsche bank ag\ | 11.85K | - | 11.85K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | - | - | -606.43K |
| Kennedy capital management | - | - | -77.87K |
| Jane street group | - | - | -46.49K |
| Alliancebernstein | 143.40K | 0.00% | -36.70K |
| 683 capital management | - | - | -36.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Deutsche bank ag\ | 11.85K | - | 11.85K | $110.51K |
| Russell investments group | 1.15K | - | 1.15K | $10.70K |
| Cwm | 327.00 | - | 327.00 | $3.00K |
| Srs capital advisors | 101.00 | - | 101.00 | $942.00 |
| Fmr | 14.00 | - | 14.00 | $131.00 |
Sold Out
| Holder | Change |
|---|---|
| Householder group estate & retirement specialist | -76.00 |
| Steward partners investment advisory | -125.00 |
| Innealta capital | -433.00 |
| Cubist systematic strategies | -2.63K |
| Archvest wealth advisors | -4.56K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Sep 30, 2024 | 42 | -6.67% | 4,933,377 | -7.67% | 28 | 2.96% | 24 | 50.00% | 7 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 437.55K | 2.54% | - |
| Vanguard Total Stock Mkt Idx Inv | 428.11K | 2.45% | -9.44K |
| DFA US Small Cap Value I | 265.63K | 1.52% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 146.26K | 0.84% | -66.65K |
| Fidelity Small Cap Index | 143.09K | 0.82% | 143.09K |
| DFA US Targeted Value I | 131.42K | 0.75% | - |
| iShares Russell 2000 Value ETF | 120.07K | 0.69% | - |
| Dimensional US Targeted Value ETF | 88.27K | 0.51% | - |
| Avantis US Small Cap Value ETF | 83.79K | 0.48% | - |
| iShares Russell 2000 ETF | 80.85K | 0.46% | - |
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 |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | 1 |
UBFO Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools