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Disclosery

UBFO UNITED SEC BANCSHARES CALIF

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COM (common)

46 managers (46 13F filers) reported a position in UBFO shares at 2024-09-30, 5,038,959 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
46
13F filers
46
New
4
Added
20
Reduced
7
Sold out
5
Shares held by filers
5,038,959

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bridgewealth Advisory Group, LLC1,188,351$10.4M3.76%-4,73713F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP869,924$7.58M<0.01%+19,54413F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC668,196$5.82M<0.01%+108,53613F-HRTimelineGroup
BANC FUNDS CO LLC573,139$4.99M0.54%+13,91213F-HRTimeline
ALLIANCEBERNSTEIN L.P.180,104$1.57M<0.01%-39,00013F-HRTimeline
Fourthstone LLC171,540$1.49M0.33%+130,15113F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC145,776$1.27M<0.01%+14,66813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC138,062$1.2M<0.01%+43,11413F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC135,301$1.18M0.03%+2,41213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.121,614$1.06M<0.01%13F-HRTimelineGroup
Destination Wealth Management94,506$823K0.03%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC84,805$739K<0.01%013F-HRTimelineGroup
Private Wealth Advisors, LLC83,044$716K0.29%+1,23313F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC77,868$678K0.01%013F-HRTimeline
Empowered Funds, LLC49,201$429K0.01%+2,41213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,435$396K<0.01%-42,90613F-HRTimelineGroup
Planning Center, Inc.36,025$314K0.04%013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC35,840$312K0.01%+53413F-HRTimelineGroup
Qube Research & Technologies Ltd34,303$299K<0.01%+33,60113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP31,760$277K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC28,576$249K<0.01%+3,17113F-HR/ATimelineGroup
SALZHAUER MICHAELin group SALZHAUER MICHAEL27,071$236K0.15%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP23,168$202K<0.01%-11413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY18,342$160K<0.01%-99313F-HR/ATimelineGroup
Mraz, Amerine & Associates, Inc.18,248$159K0.03%-1,61413F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,185$141K<0.01%+2,57213F-HRTimelineGroup
Composition Wealth, LLC16,000$139K<0.01%+3,00013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,997$139K<0.01%+1,47613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,239$130K<0.01%+3,40613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,534$127K<0.01%new13F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC14,192$124K<0.01%+80413F-HRTimelineGroup
UBS Group AGin group UBS Group AG13,901$121K<0.01%+12,42813F-HRTimelineGroup
Saratoga Research & Investment Manageme…11,000$95.8K<0.01%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC10,910$95K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.10,065$87.7K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,300$81K<0.01%013F-HRTimelineGroup
LSV ASSET MANAGEMENT4,900$43K<0.01%013F-HRTimeline
Archvest Wealth Advisors, Inc.4,559$39.7K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,398$12K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/262$2.28K<0.01%+14613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…114$993<0.01%-1,53713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO93$810<0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34$296<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$6<0.01%+113F-HRTimelineGroup
Householder Group Estate & Retirement S…76$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.