Skip to content
Disclosery

UBFO UNITED SEC BANCSHARES CALIF

Follow

COM (common)

55 managers (55 13F filers) reported a position in UBFO shares at 2025-06-30, 6,236,255 shares in all. 15 filers opened a position and 13 filers sold out during the quarter.

Managers
55
13F filers
55
New
15
Added
20
Reduced
8
Sold out
13
Shares held by filers
6,236,255

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,218,380$10.5M2.68%new13F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP914,699$7.91M<0.01%+18,62513F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC749,577$6.48M<0.01%+79,41213F-HRTimelineGroup
BANC FUNDS CO LLC536,316$4.64M0.7%-9,35613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.515,531$4.46M<0.01%+366,96113F-HRTimelineGroup
Fourthstone LLC497,500$4.3M0.84%+173,74313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC327,068$2.83M<0.01%+178,08613F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC143,441$1.24M0.03%+1,93313F-HRTimeline
STATE STREET CORPin group STATE STREET CORP124,989$1.08M<0.01%+90,75613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…105,471$912K<0.01%-138,16713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP102,223$884K<0.01%+74,62113F-HRTimelineGroup
Destination Wealth Management94,506$817K0.02%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC92,048$796K<0.01%+7,00013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC84,805$734K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC60,456$523K<0.01%+26,44513F-HR/ATimelineGroup
Empowered Funds, LLC57,541$498K0.01%+1,93313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC52,872$457K<0.01%013F-HRTimelineGroup
Private Wealth Advisors, LLC51,556$446K0.18%+4113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY50,785$439K<0.01%+19,92913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co40,451$350K<0.01%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC37,332$323K<0.01%+55513F-HRTimelineGroup
Planning Center, Inc.36,025$312K0.03%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,895$276K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,750$223K<0.01%+8,35013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,074$217K<0.01%-34,44913F-HRTimelineGroup
Nuveen, LLCin group TIAA24,686$214K<0.01%new13F-HRTimelineGroup
Composition Wealth, LLC23,000$199K<0.01%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC19,961$173K<0.01%-197,35913F-HRTimelineGroup
Mraz, Amerine & Associates, Inc.18,248$158K0.03%013F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL18,181$157K0.1%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC17,269$148K<0.01%+5,18113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,969$129K<0.01%+13,66213F-HRTimelineGroup
RHUMBLINE ADVISERS13,810$119K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,771$119K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,401$116K<0.01%-1,80813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND12,000$104K<0.01%new13F-HR/ATimeline
Saratoga Research & Investment Manageme…11,000$95.2K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.10,065$87.1K0.04%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,886$76.9K<0.01%+8,88513F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…7,565$65.4K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,660$57.6K<0.01%+6,56713F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,680$49.1K<0.01%-6,29113F-HRTimelineGroup
LSV ASSET MANAGEMENT4,900$42K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,647$40.2K<0.01%-9,63613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,402$29.4K<0.01%new13F-HRTimelineGroup
Police & Firemen's Retirement System of…3,327$28.8K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,414$12.2K<0.01%new13F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,247$10.8K<0.01%new13F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…864$7.47K<0.01%new13F-HRTimeline
AMALGAMATED BANK473$4K<0.01%new13F-HRTimeline
Sterling Capital Management LLC374$3.23K<0.01%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.156$953<0.01%013F-HR/ATimelineGroup
SBI Securities Co., Ltd.5$43<0.01%+313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$26<0.01%-1,89113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.