UBFO Institutional Ownership & Shareholders
UNITED SECURITY BANCSHARE/CA (UBFO) is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6,023 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
Cwm, Llc is currently the largest disclosed institutional shareholder of UBFO tracked by InsiderSet, reporting ownership valued at approximately $4,078 in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4,077.88, representing an estimated loss of -0.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed UBFO value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, Sunbelt Securities, Inc., 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
3
Total Reported Value
$6,023
Largest Holder
Cwm, Llc
Largest Position
$4,078
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.00% | 388 | $4,078 | $4,078 | -$0 | -0.00% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 184 | $1,934 | $1,934 | -$0 | -0.01% | |
| Sunbelt Securities, Inc. | 0.00% | 1 | $11 | $11 | -$0 | -4.45% |
Frequently asked questions about UBFO
Who are the largest institutional holders of UBFO?
The largest institutional holders of UBFO reported in the latest SEC Form 13F filings include Cwm, Llc, Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc, and Sunbelt Securities, Inc.. InsiderSet ranks institutional holders by their latest reported UBFO position.
What is UBFO institutional ownership?
This page tracks UBFO positions reported by institutional investment managers through SEC Form 13F. UNITED SECURITY BANCSHARE/CA (UBFO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UBFO?
InsiderSet currently tracks 3 institutional managers reporting UBFO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UBFO shareholders.
How much UBFO stock do institutions own?
Institutional investment managers disclosed approximately $6,023 in UBFO holdings for Q1 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UBFO institutional ownership last updated?
The latest UBFO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended March 31, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UBFO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UBFO position after the reporting date.
Are institutions buying or selling UBFO?
Institutional buying and selling can be analyzed by comparing UBFO positions across consecutive 13F reporting periods. InsiderSet's UBFO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UBFO ownership changes.
How has UBFO institutional ownership changed over time?
InsiderSet tracks UBFO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.