United Security Bancshares Ownership | Who Owns United Security Bancshares?
United Security Bancshares Ownership Summary
United Security Bancshares is owned by 31.12% institutional investors, 21.19% insiders, and 47.70% retail investors. Bridgewealth advisory group is the largest institutional shareholder, holding 6.95% of UBFO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.53% of its assets in United Security Bancshares shares.
UBFO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | United Security Bancshares | 31.12% | 21.19% | 47.70% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Regional Banks Stocks | 49.28% | 11.59% | 39.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bridgewealth advisory group | 1.19M | 6.95% | $8.65M |
| Dimensional fund advisors lp | 850.38K | 4.95% | $6.17M |
| Fj capital management | 606.43K | 3.53% | $4.40M |
| Vanguard group | 559.66K | 3.26% | $4.06M |
| Banc funds | 559.23K | 3.26% | $4.05M |
| Alliancebernstein | 219.10K | 1.28% | $1.59M |
| Bridgeway capital management | 132.89K | 0.77% | $963.45K |
| Geode capital management | 131.11K | 0.76% | $950.80K |
| Blackrock | 117.80K | 0.69% | $854.08K |
| Renaissance | 94.95K | 0.55% | $688.37K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bridgewealth advisory group | 1.19M | 3.83% | $8.65M |
| Banc funds | 559.23K | 0.48% | $4.05M |
| Fj capital management | 606.43K | 0.46% | $4.40M |
| Private wealth advisors | 81.81K | 0.23% | $591.08K |
| Salzhauer michael | 27.07K | 0.15% | $196.26K |
| Fourthstone | 41.39K | 0.10% | $300.07K |
| Caldwell sutter capital | 10.06K | 0.04% | $72.97K |
| Planning center | 36.02K | 0.03% | $261.18K |
| Mraz, amerine & associates | 19.86K | 0.03% | $144.00K |
| Destination wealth management | 94.51K | 0.02% | $685.17K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 41.39K | 0.10% | 41.39K |
| Geode capital management | 131.11K | 0.00% | 5.31K |
| Bridgeway capital management | 132.89K | 0.02% | 3.24K |
| Empowered funds | 46.79K | 0.01% | 3.24K |
| Susquehanna group, llp | 88.34K | 0.00% | 2.06K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | 26.81K | - | -37.56K |
| Qube research | 702.00 | - | -33.08K |
| Alliancebernstein | 219.10K | 0.00% | -11.61K |
| Fj capital management | 606.43K | 0.46% | -8.60K |
| Citigroup | 14.52K | 0.00% | -4.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fourthstone | 41.39K | 0.10% | 41.39K | $300.07K |
| Innealta capital | 433.00 | 0.00% | 433.00 | $3.14K |
| Steward partners investment advisory | 125.00 | - | 125.00 | $906.00 |
| Advisor group | 34.00 | - | 34.00 | $247.00 |
Sold Out
| Holder | Change |
|---|---|
| Householder group estate & retirement specialist | -76.00 |
| Wells fargo & company/mn | -110.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 40 | 5.26% | 5,001,816 | 1.83% | 29 | 3.54% | 23 | 43.75% | 6 | -45.45% |
| Jun 30, 2023 | 38 | -9.52% | 4,911,949 | -15.84% | 28 | 2.46% | 16 | -33.33% | 11 | 120.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 437.55K | 2.53% | - |
| DFA US Small Cap Value I | 276.45K | 1.60% | - |
| 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 | 0.48% | - |
| Fidelity Extended Market Index | 80.19K | 0.46% | 780.00 |
| Kennedy Bank Sector | 77.87K | 0.45% | - |
| Dimensional US Targeted Value ETF | 75.48K | 0.44% | - |
| DFA US Small Cap I | 74.68K | 0.43% | - |
| DFA US Micro Cap I | 58.15K | 0.34% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Jun 06, 2024 | GILL JAGROOP | - | Buy | $32.94K |
| Jun 05, 2024 | GILL JAGROOP | - | Buy | $5.13K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 2 | - |
| 2024 Q2 | 11 | 1 |
| 2024 Q1 | 9 | - |
| 2023 Q4 | 1 | 2 |
| 2023 Q3 | 6 | - |
UBFO Ownership FAQ
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