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Disclosery

UBFO UNITED SEC BANCSHARES CALIF

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COM (common)

71 managers (72 13F filers) reported a position in UBFO shares at 2025-12-31, 6,610,403 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
71
13F filers
72
New
13
Added
23
Reduced
22
Sold out
6
Shares held by filers
6,610,403

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,218,420$12.3M2.71%+2013F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP920,293$9.27M<0.01%+4,15713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC756,245$7.62M<0.01%+3,01713F-HRTimelineGroup
Fourthstone LLC637,917$6.42M1.2%+82,09713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.616,799$6.21M<0.01%+104,69413F-HRTimelineGroup
BANC FUNDS CO LLC536,316$5.4M1.07%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC326,224$3.29M<0.01%-1,99513F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC157,187$1.58M0.03%+7,16713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP133,493$1.36M<0.01%+1,18213F-HRTimelineGroup
GLAZER CAPITAL, LLCin group GLAZER CAPITAL, LLC114,468$1.15M0.03%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC96,181$969K<0.01%+54,79413F-HR/ATimelineGroup
Destination Wealth Management94,506$952K0.02%-6,00013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC89,048$897K<0.01%+10,80013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP88,800$894K<0.01%-10,14213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC84,672$853K<0.01%-13313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC67,255$677K<0.01%+16,00513F-HRTimelineGroup
Yakira Capital Management, Inc.61,683$621K0.21%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC52,690$531K<0.01%-49413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY49,153$495K<0.01%+15,25313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42,524$428K<0.01%+31,90813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co40,451$407K<0.01%013F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC38,359$386K<0.01%+50813F-HRTimelineGroup
Planning Center, Inc.36,025$363K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,841$351K<0.01%+8,92413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp33,371$336K<0.01%-18913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,261$305K<0.01%+1,55113F-HRTimelineGroup
Nuveen, LLCin group TIAA24,686$249K<0.01%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,436$246K<0.01%+10,04513F-HR/ATimelineGroup
Composition Wealth, LLC23,000$232K<0.01%013F-HRTimeline
Mraz, Amerine & Associates, Inc.18,248$184K0.03%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,624$157K<0.01%-6,76213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,001$151K<0.01%new13F-HRTimelineGroup
Private Wealth Advisors, LLC12,745$128K0.05%-37,69913F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC12,434$125K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,728$118K<0.01%-64513F-HRTimeline
Saratoga Research & Investment Manageme…11,000$111K0.01%013F-HRTimeline
RHUMBLINE ADVISERS10,458$105K<0.01%-2,31213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.10,420$105K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.10,065$101K0.04%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND9,100$91.6K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,982$70.3K<0.01%-3,14313F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…6,403$64.5K<0.01%-7113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,003$50.4K<0.01%+2113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,716$47.5K-212Timeline
KERR FINANCIAL PLANNING Corp3,472$39.2K0.05%+4113F-HR/ATimeline
Police & Firemen's Retirement System of…3,327$33.5K<0.01%013F-HRTimeline
SageView Advisory Group, LLC3,317$33.4K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,742$17.5K<0.01%+59513F-HRTimelineGroup
LSV ASSET MANAGEMENT1,500$15K<0.01%-3,40013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,414$14.2K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,247$12.6K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,026$10.3K<0.01%-29013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…845$8.51K<0.01%-2013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC827$8.33K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC798$8.04K<0.01%-15713F-HRTimeline
AMALGAMATED BANK435$4K<0.01%-3813F-HRTimeline
CWM, LLCin group CWM, LLC366$4K<0.01%+3913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC314$3.16K<0.01%+15313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…184$1.85K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC137$1.38K<0.01%+12313F-HRTimelineGroup
Essential Partners LLC91$916<0.01%+1013F-HRTimeline
GAMMA Investing LLC83$836<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12$121<0.01%-113F-HRTimelineGroup
True Wealth Design, LLC9$91<0.01%-113F-HRTimeline
Allworth Financial LP8$81<0.01%013F-HRTimeline
IFP Advisors, Inc7$70<0.01%013F-HRTimeline
MAI Capital Management4$41<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$10<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1$10<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$10<0.01%-213F-HRTimeline
Covestor Ltd4$00%-2013F-HRTimelineValue filed as zero, left out of ratios.