United Security Bancshares Ownership | Who Owns United Security Bancshares?
United Security Bancshares Ownership Summary
United Security Bancshares is owned by 22.78% institutional investors, 21.19% insiders, and 56.03% retail investors. Bridgewealth advisory group is the largest institutional shareholder, holding 7.08% of UBFO shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.54% of its assets in United Security Bancshares shares.
UBFO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | United Security Bancshares | 22.78% | 21.19% | 56.03% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bridgewealth advisory group | 1.22M | 7.08% | $12.26M |
| Dimensional fund advisors lp | 884.68K | 5.15% | $8.94M |
| Vanguard group | 670.16K | 3.90% | $6.77M |
| Banc funds | 573.14K | 3.33% | $5.72M |
| Fourthstone | 321.25K | 1.87% | $3.21M |
| Susquehanna group, llp | 155.56K | 0.90% | $1.57M |
| Blackrock funding, inc. /de | 146.95K | 0.85% | $1.48M |
| Geode capital management | 145.25K | 0.84% | $1.47M |
| Alliancebernstein | 143.40K | 0.83% | $1.45M |
| Bridgeway capital management | 135.64K | 0.79% | $1.37M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bridgewealth advisory group | 1.22M | 3.47% | $12.26M |
| Banc funds | 573.14K | 0.63% | $5.72M |
| Fourthstone | 321.25K | 0.63% | $3.21M |
| Private wealth advisors | 51.48K | 0.20% | $519.96K |
| Rhino investment partners | 83.62K | 0.19% | $844.57K |
| Salzhauer michael | 18.18K | 0.09% | $183.63K |
| Caldwell sutter capital | 10.06K | 0.05% | $101.66K |
| Planning center | 36.02K | 0.05% | $363.85K |
| Mraz, amerine & associates | 18.25K | 0.03% | $184.31K |
| Bridgeway capital management | 135.64K | 0.03% | $1.37M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 321.25K | 0.63% | 149.71K |
| Susquehanna group, llp | 155.56K | 0.00% | 110.13K |
| Rhino investment partners | 83.62K | 0.19% | 83.62K |
| Cerity partners | 52.87K | 0.00% | 52.87K |
| 683 capital management | 36.32K | 0.02% | 36.32K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | - | - | -606.43K |
| Alliancebernstein | 143.40K | 0.00% | -36.70K |
| Renaissance | 104.29K | 0.00% | -33.77K |
| Private wealth advisors | 51.48K | 0.20% | -31.56K |
| Ritholtz wealth management | - | - | -10.31K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rhino investment partners | 83.62K | 0.19% | 83.62K | $844.57K |
| Cerity partners | 52.87K | 0.00% | 52.87K | $534.01K |
| 683 capital management | 36.32K | 0.02% | 36.32K | $366.79K |
| Schonfeld strategic advisors | 15.76K | 0.00% | 15.76K | $159.15K |
| Y-intercept (hong kong) | 11.91K | 0.01% | 11.91K | $120.27K |
Sold Out
| Holder | Change |
|---|---|
| Advisor group | -34.00 |
| Householder group estate & retirement specialist | -76.00 |
| Steward partners investment advisory | -125.00 |
| Innealta capital | -433.00 |
| Archvest wealth advisors | -4.56K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 36 | -18.18% | 3,916,743 | -22.27% | 22 | 2.65% | 18 | -25.00% | 7 | - |
| Sep 30, 2024 | 42 | -6.67% | 4,933,377 | -7.67% | 28 | 2.96% | 24 | 50.00% | 7 | -50.00% |
| Jun 30, 2024 | 45 | 4.65% | 5,342,959 | -0.83% | 31 | 3.16% | 16 | -11.11% | 14 | 7.69% |
| Mar 31, 2024 | 43 | - | 5,387,812 | 1.80% | 31 | 3.29% | 18 | -28.00% | 13 | 62.50% |
| Dec 31, 2023 | 43 | 7.50% | 5,292,712 | 5.82% | 30 | 3.62% | 25 | 8.70% | 8 | 33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 437.55K | 2.54% | - |
| Vanguard Total Stock Mkt Idx Inv | 437.55K | 2.54% | - |
| DFA US Small Cap Value I | 271.54K | 1.57% | -2.11K |
| Vanguard Institutional Extnd Mkt Idx Tr | 212.91K | 1.23% | - |
| DFA US Targeted Value I | 131.42K | 0.76% | - |
| Avantis US Small Cap Value ETF | 83.79K | 0.49% | - |
| Dimensional US Targeted Value ETF | 82.37K | 0.48% | - |
| Kennedy Bank Sector | 77.87K | 0.45% | - |
| Fidelity Extended Market Index | 75.66K | 0.44% | -482.00 |
| DFA US Small Cap I | 74.68K | 0.43% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 03, 2024 | OBERG ROBERT C JR | SVP & CHIEF RISK OFFICER | Sell | $47.07K |
| Nov 27, 2024 | ELLITHORPE G THOMPSON | - | Buy | $14.40K |
| Aug 02, 2024 | WOODS DENNIS R | CEO | Buy | $15.23K |
| Jul 24, 2024 | GILL JAGROOP | - | Buy | $1.12M |
| Jun 11, 2024 | GILL JAGROOP | - | Buy | $59.44K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | 1 |
| 2024 Q3 | 2 | - |
| 2024 Q2 | 11 | 1 |
| 2024 Q1 | 9 | - |
UBFO Ownership FAQ
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