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Disclosery

UBFO UNITED SEC BANCSHARES CALIF

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COM (common)

73 managers (77 13F filers) reported a position in UBFO shares at 2026-03-31, 7,001,199 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
73
13F filers
77
New
10
Added
23
Reduced
20
Sold out
8
Shares held by filers
7,001,199

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,203,437$12.6M2.62%-14,98313F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP926,632$9.74M<0.01%+6,33913F-HRTimelineGroup
VANGUARD GROUP INCgroup of 4 filers holding757,646$7.96MnewTimeline
Fourthstone LLC664,342$6.98M1.18%+26,42513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.649,837$6.83M<0.01%+33,03813F-HRTimelineGroup
BANC FUNDS CO LLC532,316$5.59M1.04%-4,00013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC302,780$3.18M<0.01%-23,44413F-HRTimelineGroup
GLAZER CAPITAL, LLCin group GLAZER CAPITAL, LLC252,426$2.65M0.06%+137,95813F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC159,771$1.68M0.03%+2,58413F-HRTimeline
STATE STREET CORPin group STATE STREET CORP143,023$1.5M<0.01%+9,53013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC113,948$1.2M<0.01%+24,90013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP101,361$1.07M<0.01%+12,56113F-HRTimelineGroup
Destination Wealth Management94,506$993K0.03%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC94,187$990K<0.01%+78,56313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.92,478$931K<0.01%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC83,365$876K<0.01%-1,30713F-HRTimelineGroup
Empowered Funds, LLC73,871$776K<0.01%new13F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC64,609$679K<0.01%-31,57213F-HRTimelineGroup
Yakira Capital Management, Inc.60,411$635K0.19%-1,27213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC58,822$618K<0.01%-8,43313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY57,146$601K<0.01%+7,99313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC52,647$553K<0.01%-4313F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC38,820$408K0.01%+46113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co36,885$388K<0.01%-3,56613F-HRTimelineGroup
Planning Center, Inc.36,025$379K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,851$334K<0.01%-2,99013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp31,021$326K<0.01%-2,35013F-HRTimelineGroup
Nuveen, LLCin group TIAA24,686$259K<0.01%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,436$256K<0.01%013F-HRTimelineGroup
Transmarket Holdings LP23,422$246K0.13%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP23,131$243K0.1%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Composition Wealth, LLC23,000$242K<0.01%013F-HRTimeline
Mraz, Amerine & Associates, Inc.18,248$192K0.03%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,120$180K<0.01%-13,14113F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC15,541$163K0.01%+3,10713F-HRTimeline
CSS LLC/IL13,675$144K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,541$121K<0.01%-18713F-HRTimeline
Saratoga Research & Investment Manageme…11,000$116K0.01%013F-HRTimeline
RHUMBLINE ADVISERS10,285$108K<0.01%-17313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.10,065$106K0.04%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND9,100$95.6K<0.01%013F-HRTimeline
PenderFund Capital Management Ltd.8,300$87.2K0.01%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…6,573$69.1K<0.01%+17013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,042$63.5K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,723$59K<0.01%-1,25913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,232$55K<0.01%-37,29213F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding5,150$54.1K+434Timeline
Police & Firemen's Retirement System of…3,327$35K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,440$25.6K<0.01%+1,41413F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,331$24.5K<0.01%-2,67213F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,414$14.9K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,247$13.1K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC827$8.69K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…748$7.86K<0.01%-9713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…710$7.46K<0.01%-1,03213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC643$6.76K<0.01%+32913F-HRTimelineGroup
CWM, LLCin group CWM, LLC388$4.08K<0.01%+2213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…184$1.93K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC153$1.61K<0.01%+7013F-HRTimeline
FMR LLCin group FMR LLC148$1.55K<0.01%+1113F-HRTimelineGroup
Essential Partners LLC91$956<0.01%013F-HRTimeline
Rialto Wealth Management, LLC50$526<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16$169<0.01%+413F-HR/ATimelineGroup
Allworth Financial LP15$158<0.01%+713F-HRTimeline
True Wealth Design, LLC9$95<0.01%013F-HRTimeline
Root Financial Partners, LLC6$63<0.01%new13F-HRTimeline
MAI Capital Management5$53<0.01%+113F-HRTimeline
Basecamp Wealth Advisors LLC4$42<0.01%new13F-HRTimeline
IFP Advisors, Inc3$32<0.01%-413F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$11<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1$11<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$11<0.01%013F-HRTimeline
Covestor Ltd4$00%013F-HRTimelineValue filed as zero, left out of ratios.