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Disclosery

UBFO UNITED SEC BANCSHARES CALIF

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COM (common)

51 managers (51 13F filers) reported a position in UBFO shares at 2024-12-31, 5,593,005 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
51
13F filers
51
New
8
Added
23
Reduced
7
Sold out
4
Shares held by filers
5,593,005

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC1,217,932$12.3M3.47%+29,58113F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP884,683$8.94M<0.01%+14,75913F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC670,165$6.77M<0.01%+1,96913F-HRTimelineGroup
BANC FUNDS CO LLC573,139$5.72M0.63%013F-HRTimeline
Fourthstone LLC321,245$3.21M0.63%+149,70513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…155,563$1.57M<0.01%+110,12813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.146,951$1.48M<0.01%+25,33713F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC145,254$1.47M<0.01%-52213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.143,404$1.45M<0.01%-36,70013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC135,640$1.37M0.03%+33913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC104,292$1.05M<0.01%-33,77013F-HRTimeline
Destination Wealth Management94,506$955K0.03%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC84,805$857K<0.01%013F-HRTimelineGroup
Rhino Investment Partners, Inc83,621$845K0.19%new13F-HR/ATimeline
KENNEDY CAPITAL MANAGEMENT LLC77,868$786K0.02%013F-HRTimeline
Qube Research & Technologies Ltd65,935$666K<0.01%+31,63213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC52,872$534K<0.01%new13F-HRTimelineGroup
Private Wealth Advisors, LLC51,481$520K0.23%-31,56313F-HRTimeline
Empowered Funds, LLC51,540$514K0.01%+2,33913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC47,013$475K<0.01%+36,10313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC38,986$394K<0.01%+10,41013F-HR/ATimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC36,335$367K0.01%+49513F-HRTimelineGroup
683 Capital Management, LLCin group 683 Capital Management, LLC36,316$367K0.04%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC36,239$366K<0.01%+20,05413F-HRTimelineGroup
Planning Center, Inc.36,025$364K0.05%013F-HRTimeline
STATE STREET CORPin group STATE STREET CORP34,233$346K<0.01%+2,47313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP25,742$260K<0.01%+2,57413F-HRTimelineGroup
Composition Wealth, LLC23,000$232K<0.01%+7,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY21,972$222K<0.01%+3,63013F-HR/ATimelineGroup
Mraz, Amerine & Associates, Inc.18,248$184K0.03%013F-HR/ATimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL18,181$184K0.09%-8,89013F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,394$176K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC17,033$172K<0.01%+1,03613F-HRTimelineGroup
Schonfeld Strategic Advisors LLC15,758$159K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,206$154K<0.01%-3313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC14,903$152K<0.01%+71113F-HRTimelineGroup
UBS Group AGin group UBS Group AG14,009$141K<0.01%+10813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,300$124K<0.01%+3,00013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd11,908$120K0.01%new13F-HRTimeline
Saratoga Research & Investment Manageme…11,000$111K0.01%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management10,684$108K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.10,065$102K0.05%013F-HRTimeline
LSV ASSET MANAGEMENT4,900$49K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,648$36.8K<0.01%+3,38613F-HRTimelineGroup
CWM, LLCin group CWM, LLC558$6K<0.01%-84013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…318$3.21K<0.01%+20413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO93$939<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS39$394<0.01%new13F-HRTimelineGroup
SBI Securities Co., Ltd.2$20<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$9<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.