UNITED SECURITY BANCSHARES - UBFO
Detailed investor-level table based on 13F positions.
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 | Reduced | 1,203,437 | 12,648 | 2.62% | 2.71% | 1 | -14,983 | -1.23% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 926,632 | 9,738 | 0.0% | 0.0% | 2 | +6,339 | 0.69% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 756,245 | 7,615 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fourthstone LLC | History | Added to | 664,342 | 6,982 | 1.18% | 1.2% | 4 | +26,425 | 4.14% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 649,837 | 6,829 | 0.0% | 0.0% | 5 | +33,038 | 5.36% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 584,697 | 6,145 | 0.0% | — | 6 | +584,697 | New | Q1 2026 | May 15, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 532,316 | 5,594 | 1.04% | 1.07% | 7 | -4,000 | -0.75% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 302,780 | 3,182 | 0.0% | 0.0% | 8 | -23,444 | -7.19% | Q1 2026 | May 15, 2026 |
| GLAZER CAPITAL, LLC | History | Added to | 252,426 | 2,653 | 0.06% | 0.03% | 9 | +137,958 | 120.52% | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 159,771 | 1,679 | 0.03% | 0.03% | 10 | +2,584 | 1.64% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 143,023 | 1,503 | 0.0% | 0.0% | 11 | +9,530 | 7.14% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 113,948 | 1,197 | 0.0% | 0.0% | 12 | +24,900 | 27.96% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 101,361 | 1,065 | 0.0% | 0.0% | 13 | +12,561 | 14.15% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | No change | 94,506 | 993 | 0.03% | 0.02% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 94,187 | 989 | 0.0% | 0.0% | 15 | +78,563 | 502.84% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 92,478 | 931 | 0.0% | — | 16 | +92,478 | New | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 87,522 | 919 | 0.0% | — | 17 | +87,522 | New | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 83,365 | 876 | 0.0% | 0.0% | 18 | -1,307 | -1.54% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 79,980 | 840 | 0.0% | — | 19 | +79,980 | New | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | New | 73,871 | 776 | 0.0% | — | 20 | +73,871 | New | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 64,609 | 679 | 0.0% | 0.0% | 21 | -31,572 | -32.83% | Q1 2026 | May 15, 2026 |
| Yakira Capital Management, Inc. | History | Reduced | 60,411 | 634 | 0.19% | 0.21% | 22 | -1,272 | -2.06% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 58,822 | 618 | 0.0% | 0.0% | 23 | -8,433 | -12.54% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 57,146 | 600 | 0.0% | 0.0% | 24 | +7,993 | 16.26% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 52,647 | 553 | 0.0% | 0.0% | 25 | -43 | -0.08% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 38,820 | 407 | 0.01% | 0.0% | 26 | +461 | 1.2% | Q1 2026 | Apr 20, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 36,885 | 387 | 0.0% | 0.0% | 27 | -3,566 | -8.82% | Q1 2026 | May 15, 2026 |
| Planning Center, Inc. | History | No change | 36,025 | 378 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 31,851 | 334 | 0.0% | 0.0% | 29 | -2,990 | -8.58% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 31,021 | 326 | 0.0% | 0.0% | 30 | -2,350 | -7.04% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | No change | 24,686 | 259 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HSBC HOLDINGS PLC | History | No change | 24,436 | 255 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Transmarket Holdings LP | History | New | 23,422 | 246 | 0.13% | — | 33 | +23,422 | New | Q1 2026 | May 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 23,131 | 243 | 0.1% | — | 34 | +23,131 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | No change | 23,000 | 241 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 18,248 | 191 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 17,120 | 179 | 0.0% | 0.0% | 37 | -13,141 | -43.43% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 15,541 | 163 | 0.01% | 0.01% | 38 | +3,107 | 24.99% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | New | 13,675 | 143 | 0.01% | — | 39 | +13,675 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11,541 | 121 | 0.0% | 0.0% | 40 | -187 | -1.59% | Q1 2026 | May 13, 2026 |
| Saratoga Research & Investment Management | History | No change | 11,000 | 115 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 10,285 | 108 | 0.0% | 0.0% | 42 | -173 | -1.65% | Q1 2026 | May 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 10,065 | 105 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,100 | 95 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PenderFund Capital Management Ltd. | History | New | 8,300 | 87 | 0.01% | — | 45 | +8,300 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,573 | 69 | 0.0% | 0.0% | 46 | +170 | 2.66% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | New | 6,042 | 63 | 0.0% | — | 47 | +6,042 | New | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,723 | 59 | 0.0% | 0.0% | 48 | -1,259 | -18.03% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,447 | 57 | 0.0% | — | 49 | +5,447 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,232 | 54 | 0.0% | 0.0% | 50 | -37,292 | -87.7% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 4,966 | 52 | 0.0% | 0.0% | 51 | +324 | 6.98% | Q1 2026 | May 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,327 | 34 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,317 | 33 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,440 | 25 | 0.0% | 0.0% | 54 | +1,414 | 137.82% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,331 | 24 | 0.0% | 0.0% | 55 | -2,672 | -53.41% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,414 | 14 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 1,247 | 13 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | No change | 827 | 8 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 710 | 7 | 0.0% | 0.0% | 60 | -1,032 | -59.24% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 748 | 7 | 0.0% | 0.0% | 59 | -97 | -11.48% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 643 | 6 | 0.0% | 0.0% | 61 | +329 | 104.78% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 388 | 4 | 0.0% | 0.0% | 62 | +22 | 6.01% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 184 | 1 | 0.0% | — | 65 | +110 | 148.65% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 153 | 1 | 0.0% | — | 66 | +70 | 84.34% | Q1 2026 | Apr 06, 2026 |
| FMR LLC | History | Added to | 148 | 1 | 0.0% | 0.0% | 63 | +11 | 8.03% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 184 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,001 | -100.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -12,745 | -100.0% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,420 | -100.0% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -3,472 | -100.0% | Q1 2026 | Apr 29, 2026 |
| LSV ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -798 | -100.0% | Q1 2026 | Apr 22, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -435 | -100.0% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 15 | 0 | — | — | — | +7 | 87.5% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 3 | 0 | — | — | — | -4 | -57.14% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 16 | 0 | — | — | — | +4 | 33.33% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | No change | 91 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |