United Security Bancshares Ownership | Who Owns United Security Bancshares?
United Security Bancshares Ownership Summary
United Security Bancshares is owned by 0.27% institutional investors, 21.80% insiders, and 77.93% 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 | 0.27% | 21.80% | 77.93% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.01% | 12.17% | 49.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bridgewealth advisory group | 1.22M | 7.07% | $10.54M |
| Dimensional fund advisors lp | 884.68K | 5.15% | $8.94M |
| Vanguard group | 670.16K | 3.90% | $6.77M |
| Banc funds | 536.32K | 3.11% | $4.64M |
| Blackrock funding, inc. /de | 515.53K | 2.99% | $4.46M |
| Fourthstone | 321.25K | 1.87% | $3.21M |
| Millennium management | 217.32K | 1.26% | $1.95M |
| Susquehanna group, llp | 155.56K | 0.90% | $1.57M |
| Geode capital management | 145.25K | 0.84% | $1.47M |
| Alliancebernstein | 143.40K | 0.83% | $1.45M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bridgewealth advisory group | 1.22M | 2.67% | $10.54M |
| Banc funds | 536.32K | 0.70% | $4.64M |
| Fourthstone | 321.25K | 0.63% | $3.21M |
| Private wealth advisors | 51.56K | 0.16% | $445.95K |
| Salzhauer michael | 18.18K | 0.09% | $157.26K |
| Planning center | 36.02K | 0.05% | $363.85K |
| Caldwell sutter capital | 10.06K | 0.04% | $87.06K |
| Bridgeway capital management | 135.64K | 0.03% | $1.37M |
| Mraz, amerine & associates | 18.25K | 0.03% | $157.84K |
| Destination wealth management | 94.51K | 0.02% | $817.48K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bridgewealth advisory group | 1.22M | 2.67% | 1.22M |
| Blackrock funding, inc. /de | 515.53K | 0.00% | 366.96K |
| Millennium management | 217.32K | 0.00% | 170.31K |
| Fourthstone | 321.25K | 0.63% | 149.71K |
| Susquehanna group, llp | 155.56K | 0.00% | 110.13K |
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 |
|---|---|---|---|---|
| Sterling capital management | 374.00 | - | 374.00 | $3.23K |
Sold Out
| Holder | Change |
|---|---|
| Bnp paribas arbitrage, snc | -39.00 |
| Householder group estate & retirement specialist | -76.00 |
| Steward partners investment advisory | -125.00 |
| Advisor group | -156.00 |
| Innealta capital | -433.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 45 | 4.65% | 5,342,959 | -0.83% | 31 | 3.16% | 16 | -11.11% | 14 | 7.69% |
| Mar 31, 2024 | 43 | - | 5,387,812 | 1.80% | 31 | 3.29% | 18 | -28.00% | 13 | 62.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 437.55K | 2.54% | - |
| Vanguard Total Stock Mkt Idx Inv | 437.55K | 2.50% | - |
| DFA US Small Cap Value I | 265.63K | 1.52% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 212.91K | 1.22% | - |
| DFA US Targeted Value I | 131.42K | 0.75% | - |
| iShares Russell 2000 Value ETF | 119.36K | 0.68% | 89.00 |
| Dimensional US Targeted Value ETF | 85.86K | 0.49% | - |
| Avantis US Small Cap Value ETF | 83.79K | 0.48% | - |
| iShares Russell 2000 ETF | 79.16K | 0.45% | -1.47K |
| Kennedy Bank Sector | 77.87K | 0.45% | - |
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 Q3 | 1 | - |
| 2025 Q2 | 1 | - |
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | 1 |
| 2024 Q3 | 2 | - |
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