UNITED SECURITY BANCSHARE/CA (UBFO) Top Institutional Shareholders

UNITED SECURITY BANCSHARE/CA (UBFO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $70.85M in UBFO holdings during the latest filing period.

Bridgewealth Advisory Group, Llc is currently the largest disclosed institutional shareholder of UBFO tracked by InsiderSet, reporting ownership valued at approximately $12.65M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed UBFO value among the investors covered in this analysis. Major shareholders include Bridgewealth Advisory Group, Llc, Dimensional Fund Advisors Lp, Fourthstone Llc, and several other long-term asset managers with concentrated positions in UNITED SECURITY BANCSHARE/CA (UBFO).

This page ranks the largest institutional UBFO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

73

Total Reported Value

$70.85M

Largest Holder

Bridgewealth Advisory Group, Llc

Largest Position

$12.65M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

82

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Bridgewealth Advisory Group, Llc2.62%1,203,437$12,648,130———
Dimensional Fund Advisors Lp0.00%926,632$9,738,485———
Fourthstone Llc1.18%664,342$6,982,234———
Blackrock, Inc.0.00%649,837$6,829,786———
Vanguard Capital Management Llc0.00%584,697$6,145,165———
Banc Funds Co Llc1.04%532,316$5,594,641———
Geode Capital Management, Llc0.00%302,780$3,182,629———
Bridgeway Capital Management, Llc0.03%159,771$1,679,193———
State Street Corp0.00%143,023$1,503,172———
Renaissance Technologies LLCJim Simons0.00%113,948$1,197,593———
Northern Trust Corp0.00%101,361$1,065,304———
Destination Wealth Management0.03%94,506$993,257———
Millennium Management Llc0.00%94,187$989,905———
Alliancebernstein L.P.0.00%92,478$931,253———
Vanguard Fiduciary Trust Co0.00%87,522$919,856———
American Century Companies Inc0.00%83,365$876,166———
Vanguard Portfolio Management Llc0.00%79,980$840,590———
Empowered Funds, Llc0.00%73,871$776,384———
Goldman Sachs Group Inc0.00%64,609$679,041———
Yakira Capital Management, Inc.0.19%60,411$634,920———
Barclays Plc0.00%58,822$618,219———
Morgan Stanley0.00%57,146$600,614———
Cerity Partners Llc0.00%52,647$553,320———
Kestra Private Wealth Services, Llc0.01%38,820$407,994———
Charles Schwab Investment Management Inc0.00%36,885$387,661———
Planning Center, Inc.0.04%36,025$378,623———
Royal Bank Of Canada0.00%31,851$334,000———
Bank Of New York Mellon Corp0.00%31,021$326,032———
Nuveen, Llc0.00%24,686$259,450———
Hsbc Holdings Plc0.00%24,436$255,601———
Transmarket Holdings Lp0.08%23,422$246,165———
Oxford Asset Management Llp0.10%23,131$243,107———
Composition Wealth, Llc0.00%23,000$241,730———
Mraz, Amerine & Associates, Inc.0.03%18,248$191,786———
Bank Of America Corp0.00%17,120$179,932———
Prelude Capital Management, Llc0.01%15,541$163,336———
Css Llc/Il0.01%13,675$143,724———
O'Shaughnessy Asset Management, Llc0.00%11,541$121,296———
Saratoga Research & Investment Management0.01%11,000$115,610———
Rhumbline Advisers0.00%10,285$108,091———
Caldwell Sutter Capital, Inc.0.04%10,065$105,783———
New York State Common Retirement Fund0.00%9,100$95,641———
Penderfund Capital Management Ltd.0.01%8,300$87,233———
Mirae Asset Global Etfs Holdings Ltd.0.00%6,573$69,082———
Deutsche Bank Ag\0.00%6,042$63,501———
Vanguard Global Advisers, Llc0.00%5,447$57,248———
Wells Fargo & Company/Mn0.00%5,232$54,990———
Ubs Group Ag0.00%4,966$52,193———
Police & Firemen'S Retirement System Of New Jersey0.00%3,327$34,967———
Tower Research Capital Llc (Trc)0.00%2,440$25,644———

Frequently asked questions about UBFO

  • Who owns the most UBFO stock?

    The largest holders of UBFO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for UNITED SECURITY BANCSHARE/CA (UBFO).

  • Is UBFO widely held by superinvestors?

    Many widely followed stocks like UBFO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UBFO is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.

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