UNITED SECURITY BANCSHARES (UBFO) Institutional Ownership

Institutions by Trading Activity

17,488,826Shares Outstanding

6,802,215Shares held by institutions

$0Value of institutional holdings

38.89%Institutional ownership %

8.05%Shares Changed QoQ

71No. of institutional investors

These investors held 38.2% of outstanding shares in December 2025, up from 35.9% in September 2025.

They increased total shares held in UBFO by 7.5% quarter over quarter, and investors in United Security Bancshares increased 39.22% from a year ago.
Among the 71 funds, 34 bought more United Security Bancshares shares, 24 sold down, and 13 held their ground.
In total, institutional investors held 6.68Mn shares in United Security Bancshares as of December 2025, up by 466.12K shares quarter on quarter, and up 946.57K shares year over year.
KESTRA PRIVATE WEALTH SERVICES, LLC holds the largest position in UBFO at 38.82K shares as of December 31, 2025, or 0.22% of shares outstanding.
Leading buyers of United Security Bancshares shares for the quarter ending December 2025 were KESTRA PRIVATE WEALTH SERVICES, LLC (461), GAMMA Investing LLC (70), Root Financial Partners, LLC (6).
Leading sellers of United Security Bancshares shares for the quarter ending December 2025 were IFP Advisors, Inc (4).
According to Business Quant data, leading holders of UBFO for December 2025 are KESTRA PRIVATE WEALTH SERVICES, LLC (38.82K), Composition Wealth, LLC (23.0K), GAMMA Investing LLC (153), True Wealth Design, LLC (9), Root Financial Partners, LLC (6), IFP Advisors, Inc (3).

6,802,215 Total Shares Held

Rows:

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
Goldman Sachs Group Inc	31 Dec, 2025	192,362	150,975	364.79%	$1,937,086.00
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
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	-63,821	-48.69%	$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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