United Security Bancshares Ownership | Who Owns United Security Bancshares?
United Security Bancshares Ownership Summary
United Security Bancshares is owned by 15.65% institutional investors, 22.52% insiders, and 61.83% retail investors. Bridgewealth advisory group is the largest institutional shareholder, holding 6.98% 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 | 15.65% | 22.52% | 61.83% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bridgewealth advisory group | 1.20M | 6.98% | $12.65M |
| Dimensional fund advisors lp | 926.63K | 5.37% | $9.74M |
| Vanguard group | 756.25K | 4.39% | $7.62M |
| Fourthstone | 664.34K | 3.85% | $6.98M |
| Blackrock funding, inc. /de | 649.84K | 3.77% | $6.83M |
| Banc funds | 532.32K | 3.09% | $5.59M |
| Geode capital management | 302.78K | 1.76% | $3.18M |
| Glazer capital | 252.43K | 1.46% | $2.65M |
| Bridgeway capital management | 159.77K | 0.93% | $1.68M |
| Susquehanna group, llp | 155.56K | 0.90% | $1.57M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bridgewealth advisory group | 1.20M | 2.62% | $12.65M |
| Fourthstone | 664.34K | 1.18% | $6.98M |
| Banc funds | 532.32K | 1.04% | $5.59M |
| Yakira capital management | 60.41K | 0.19% | $634.92K |
| Oxford asset management llp | 23.13K | 0.10% | $243.11K |
| Glazer capital | 252.43K | 0.06% | $2.65M |
| Caldwell sutter capital | 10.06K | 0.04% | $105.78K |
| Planning center | 36.02K | 0.04% | $378.62K |
| Bridgeway capital management | 159.77K | 0.03% | $1.68M |
| Mraz, amerine & associates | 18.25K | 0.03% | $191.79K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Glazer capital | 252.43K | 0.06% | 137.96K |
| Susquehanna group, llp | 155.56K | 0.00% | 110.13K |
| Alliancebernstein | 92.48K | 0.00% | 92.48K |
| Vanguard fiduciary trust | 87.52K | 0.00% | 87.52K |
| Millennium management | 94.19K | 0.00% | 78.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | - | - | -606.43K |
| Kennedy capital management | - | - | -77.87K |
| Wells fargo & company/mn | 5.23K | - | -37.29K |
| 683 capital management | - | - | -36.32K |
| Goldman sachs group | 64.61K | 0.00% | -31.57K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Alliancebernstein | 92.48K | 0.00% | 92.48K | $931.25K |
| Vanguard fiduciary trust | 87.52K | 0.00% | 87.52K | $919.86K |
| Oxford asset management llp | 23.13K | 0.10% | 23.13K | $243.11K |
| Css llc/il | 13.68K | 0.01% | 13.68K | $143.72K |
| Penderfund capital management | 8.30K | 0.01% | 8.30K | $87.23K |
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 |
| Amalgamated bank | -435.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 39 | -45.07% | 2,699,178 | -59.60% | 15 | 1.04% | 14 | -61.11% | 9 | -57.14% |
| 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% |
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 | 2.42% | - |
| DFA US Small Cap Value I | 258.56K | 1.47% | - |
| iShares Russell 2000 ETF | 197.89K | 1.12% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 146.26K | 0.83% | - |
| Fidelity Small Cap Index | 138.33K | 0.79% | -561.00 |
| DFA US Targeted Value I | 127.84K | 0.73% | - |
| iShares Russell 2000 Value ETF | 116.34K | 0.66% | - |
| Dimensional US Targeted Value ETF | 88.28K | 0.50% | - |
| Avantis US Small Cap Value ETF | 82.35K | 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 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | 1 | - |
UBFO Ownership FAQ
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