United Security Bancshares (UBFO) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending September 2025, United Security Bancshares (NASDAQ:UBFO) is held by 64 institutional firms.

• These investors collectively held 36.2% of the company's total shares outstanding in September 2025, down from 37.3% in June 2025.
• Quarterly data indicates a 0.34% shift in institutional share volume, and the annual owner count reflects an increase of 39.13%.
• Of these 64 institutional investors, 34 increased their holdings in United Security Bancshares, while 15 of them reduced positions, and 15 investors maintained their exposure.
• The total number of shares held by institutions in United Security Bancshares increased to 6.24Mn as of September 2025, a net change of up by 21.13K shares quarter on quarter, and up 1.21Mn shares year over year.
• The top institutional stake in United Security Bancshares as of September 30, 2025 belongs to Bridgewealth Advisory Group, LLC, which owns 1.22Mn shares, or 7.07% of the company.
• Among the most significant buyers of United Security Bancshares during September 2025 were Fourthstone LLC (58.32K), GOLDMAN SACHS GROUP INC (16.31K), BANK OF AMERICA CORP /DE/ (13.74K), DEUTSCHE BANK AG\ (11.85K), SALZHAUER MICHAEL (9.80K).
• Leading sellers of United Security Bancshares stock in September 2025 included SUSQUEHANNA INTERNATIONAL GROUP, LLP (78.21K), MORGAN STANLEY (16.89K), RENAISSANCE TECHNOLOGIES LLC (13.80K), BARCLAYS PLC (9.21K), CITIGROUP INC (4.49K).
• The top 10 institutional holders of United Security Bancshares for the quarter ending September 2025 included Bridgewealth Advisory Group, LLC (1.22Mn), DIMENSIONAL FUND ADVISORS LP (916.14K), VANGUARD GROUP INC (753.23K), Fourthstone LLC (555.82K), BANC FUNDS CO LLC (536.32K), BlackRock, Inc. (512.11K), GEODE CAPITAL MANAGEMENT, LLC (328.22K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (150.02K), STATE STREET CORP (132.31K), Destination Wealth Management (100.51K).