UNITED SECURITY BANCSHARES - UBFO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bridgewealth Advisory Group, LLC | History | Added to | 1,218,420 | 12,269 | 2.71% | 2.63% | 1 | +20 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 920,293 | 9,267 | 0.0% | 0.0% | 2 | +4,157 | 0.45% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 756,245 | 7,615 | 0.0% | 0.0% | 3 | +3,017 | 0.4% | Q4 2025 | Jan 29, 2026 |
| Fourthstone LLC | History | Added to | 637,917 | 6,423 | 1.2% | 0.93% | 4 | +82,097 | 14.77% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 616,799 | 6,211 | 0.0% | 0.0% | 5 | +104,694 | 20.44% | Q4 2025 | Feb 12, 2026 |
| BANC FUNDS CO LLC | History | No change | 536,316 | 5,400 | 1.07% | 0.87% | 6 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 326,224 | 3,285 | 0.0% | 0.0% | 7 | -1,995 | -0.61% | Q4 2025 | Feb 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 157,187 | 1,582 | 0.03% | 0.03% | 8 | +7,167 | 4.78% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 133,493 | 1,360 | 0.0% | 0.0% | 9 | +1,182 | 0.89% | Q4 2025 | Feb 13, 2026 |
| GLAZER CAPITAL, LLC | History | New | 114,468 | 1,153 | 0.03% | — | 10 | +114,468 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 96,181 | 968 | 0.0% | 0.0% | 11 | +54,794 | 132.39% | Q4 2025 | Mar 25, 2026 |
| Destination Wealth Management | History | Reduced | 94,506 | 951 | 0.02% | 0.03% | 12 | -6,000 | -5.97% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 89,048 | 896 | 0.0% | 0.0% | 13 | +10,800 | 13.8% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 88,800 | 894 | 0.0% | 0.0% | 14 | -10,142 | -10.25% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 84,672 | 852 | 0.0% | 0.0% | 15 | -133 | -0.16% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 67,255 | 677 | 0.0% | 0.0% | 16 | +16,005 | 31.23% | Q4 2025 | Feb 13, 2026 |
| Yakira Capital Management, Inc. | History | New | 61,683 | 621 | 0.21% | — | 17 | +61,683 | New | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 52,690 | 530 | 0.0% | 0.0% | 18 | -494 | -0.93% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 49,153 | 494 | 0.0% | 0.0% | 19 | +15,253 | 44.99% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 42,524 | 428 | 0.0% | 0.0% | 20 | +31,908 | 300.57% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 40,451 | 407 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 38,359 | 386 | 0.0% | 0.0% | 22 | +508 | 1.34% | Q4 2025 | Jan 29, 2026 |
| Planning Center, Inc. | History | No change | 36,025 | 362 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 34,841 | 351 | 0.0% | — | 24 | +34,841 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 33,371 | 336 | 0.0% | 0.0% | 25 | -189 | -0.56% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 30,261 | 304 | 0.0% | 0.0% | 26 | +1,551 | 5.4% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 24,686 | 248 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 24,436 | 245 | 0.0% | 0.0% | 28 | +10,045 | 69.8% | Q4 2025 | Mar 20, 2026 |
| Composition Wealth, LLC | History | No change | 23,000 | 231 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 18,248 | 183 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 15,624 | 157 | 0.0% | 0.0% | 31 | -6,762 | -30.21% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,001 | 151 | 0.0% | — | 32 | +15,001 | New | Q4 2025 | Feb 12, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 12,745 | 128 | 0.04% | 0.16% | 33 | -37,699 | -74.73% | Q4 2025 | Feb 06, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 12,434 | 125 | 0.01% | — | 34 | +12,434 | New | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11,728 | 118 | 0.0% | 0.0% | 35 | -645 | -5.21% | Q4 2025 | Feb 11, 2026 |
| Saratoga Research & Investment Management | History | No change | 11,000 | 110 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 10,458 | 105 | 0.0% | 0.0% | 37 | -2,312 | -18.1% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | New | 10,420 | 104 | 0.0% | — | 38 | +10,420 | New | Q4 2025 | Feb 19, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 10,065 | 101 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,100 | 91 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,982 | 70 | 0.0% | 0.0% | 41 | -3,143 | -31.04% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,403 | 64 | 0.0% | 0.0% | 42 | -71 | -1.1% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,003 | 50 | 0.0% | 0.0% | 43 | +21 | 0.42% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 4,642 | 46 | 0.0% | 0.0% | 44 | -286 | -5.8% | Q4 2025 | Jan 29, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 3,472 | 39 | 0.05% | 0.05% | 45 | +41 | 1.19% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 3,317 | 33 | 0.0% | — | 46 | +3,317 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,327 | 33 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,742 | 17 | 0.0% | 0.0% | 48 | +595 | 51.87% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,500 | 15 | 0.0% | 0.0% | 49 | -3,400 | -69.39% | Q4 2025 | Feb 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,414 | 14 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legal & General Group Plc | History | No change | 1,247 | 12 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,026 | 10 | 0.0% | 0.0% | 52 | -290 | -22.04% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | New | 827 | 8 | 0.0% | — | 55 | +827 | New | Q4 2025 | Jan 23, 2026 |
| Sterling Capital Management LLC | History | Reduced | 798 | 8 | 0.0% | 0.0% | 54 | -157 | -16.44% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 845 | 8 | 0.0% | 0.0% | 53 | -20 | -2.31% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 366 | 4 | 0.0% | 0.0% | 57 | +39 | 11.93% | Q4 2025 | Jan 26, 2026 |
| AMALGAMATED BANK | History | Reduced | 435 | 4 | 0.0% | 0.0% | 56 | -38 | -8.03% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Added to | 314 | 3 | 0.0% | 0.0% | 58 | +153 | 95.03% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 184 | 1 | 0.0% | — | 60 | +184 | New | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 137 | 1 | 0.0% | — | 59 | +123 | 878.57% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -64,120 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALZHAUER MICHAEL | History | Closed out | 0 | 0 | — | 0.02% | — | -27,985 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,262 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -11,845 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | — | — | -156 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -101 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GAMMA Investing LLC | History | New | 83 | 0 | — | — | — | +83 | New | Q4 2025 | Jan 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 74 | 0 | — | — | — | +74 | New | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 4 | 0 | — | — | — | -20 | -83.33% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 12 | 0 | — | — | — | -1 | -7.69% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |