United Security Bancshares (UBFO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

17,491,304Shares Outstanding

714,894Shares held by institutions

$7,842,387Value of institutional holdings

38.00%Institutional ownership %

7.86%Shares Changed QoQ

68No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 68 institutional investors hold a position in United Security Bancshares (NASDAQ:UBFO).

The collective stake of institutional investors in United Security Bancshares moved to 38.0% in December 2025, a shift up from the 35.7% reported for September 2025.
In percentage terms, this reflects as a holdings change of 7.86% quarter on quarter, and an increase of 33.33% year over year.
The latest 13F cycle for United Security Bancshares reveals that of 68 total investors, 32 funds grew their exposure, whereas 22 reduced theirs and 14 made no changes.
Collectively, institutional investors increased their stake in United Security Bancshares to 6.65Mn shares as of December 2025, a change that is up by 484.49K shares quarter on quarter and up 970.12K shares year over year.
As of December 31, 2025, Bridgewealth Advisory Group, LLC held United Security Bancshares's largest shareholding position with over 1.22Mn shares, representing 6.97% of total outstanding shares.
Among the most significant buyers of United Security Bancshares during December 2025 were GLAZER CAPITAL, LLC (114.47K), BlackRock, Inc. (104.69K), Fourthstone LLC (82.10K), Yakira Capital Management, Inc. (61.68K), GOLDMAN SACHS GROUP INC (54.79K).
Leading sellers of United Security Bancshares stock in December 2025 included Private Wealth Advisors, LLC (37.70K), NORTHERN TRUST CORP (10.14K), MILLENNIUM MANAGEMENT LLC (6.76K), Destination Wealth Management (6.00K), LSV ASSET MANAGEMENT (3.40K).
The top 10 institutional holders of United Security Bancshares for the quarter ending December 2025 included Bridgewealth Advisory Group, LLC (1.22Mn), DIMENSIONAL FUND ADVISORS LP (920.29K), VANGUARD GROUP INC (756.25K), Fourthstone LLC (637.92K), BlackRock, Inc. (616.80K), BANC FUNDS CO LLC (536.32K), GEODE CAPITAL MANAGEMENT, LLC (326.22K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (157.19K), STATE STREET CORP (133.49K), GLAZER CAPITAL, LLC (114.47K).

68 Institutional Holders

714,894 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Bridgewealth Advisory Group, LLC	31 Dec, 2025	1,218,420	20	0.00%	$12,269,487.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	920,293	4,157	0.45%	$9,267,252.00
VANGUARD GROUP INC	31 Dec, 2025	756,245	3,017	0.40%	$7,615,387.00
Fourthstone LLC	31 Dec, 2025	637,917	82,097	14.77%	$6,423,824.00
BlackRock, Inc.	31 Dec, 2025	616,799	104,694	20.44%	$6,211,167.00
BANC FUNDS CO LLC	31 Dec, 2025	536,316	0	0.00%	$5,400,702.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	326,224	-1,995	-0.61%	$3,285,450.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	157,187	7,167	4.78%	$1,582,873.00
STATE STREET CORP	31 Dec, 2025	133,493	1,182	0.89%	$1,360,281.00
GLAZER CAPITAL, LLC	31 Dec, 2025	114,468	114,468	0.00%	$1,153.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	96,181	54,794	132.39%	$968,543.00
Destination Wealth Management	31 Dec, 2025	94,506	-6,000	-5.97%	$951,675.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	89,048	10,800	13.80%	$896,713.00
NORTHERN TRUST CORP	31 Dec, 2025	88,800	-10,142	-10.25%	$894,216.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	84,672	-133	-0.16%	$852,647.00
Empowered Funds, LLC	31 Dec, 2025	71,287	7,167	11.18%	$717,860.00
BARCLAYS PLC	31 Dec, 2025	67,255	16,005	31.23%	$677,259.00
Yakira Capital Management, Inc.	31 Dec, 2025	61,683	61,683	0.00%	$621,148.00
Cerity Partners LLC	31 Dec, 2025	52,690	-494	-0.93%	$530,588.00
MORGAN STANLEY	31 Dec, 2025	49,153	15,253	44.99%	$494,976.00

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