United Security Bancshares (UBFO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

17,488,826Shares Outstanding

6,802,215Shares held by institutions

$71,491,280Value of institutional holdings

38.89%Institutional ownership %

8.05%Shares Changed QoQ

71No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

United Security Bancshares (NASDAQ:UBFO) has 71 institutional investors that have filed 13F reports for the period ending December 2025.

Their combined ownership stood at 38.2% of outstanding shares in December 2025, up from 35.9% in September 2025.
Their total shares held in UBFO increased 7.5% quarter over quarter, and separately, investors owning United Security Bancshares increased 39.22% from a year ago.
Of these 71 funds, 34 grew their exposure to United Security Bancshares, 24 cut back, and 13 maintained positions.
Altogether, these fund groups held 6.68Mn shares in UBFO by December 2025, up by 466.12K shares quarter on quarter, and up 946.57K shares year over year.
Bridgewealth Advisory Group, LLC leads ownership in UBFO with 1.22Mn shares as of December 31, 2025, equal to 6.97% of outstanding shares.
The largest buyers of United Security Bancshares for the quarter ending December 2025 were Goldman Sachs Group Inc (150.98K), GLAZER CAPITAL, LLC (114.47K), BlackRock, Inc. (104.69K), Fourthstone LLC (82.1K), Yakira Capital Management, Inc. (61.68K).
Top sellers of UBFO stock for the quarter ending December 2025 included Barclays Plc (63.82K), Private Wealth Advisors, LLC (37.7K), Bank Of America Corp /De/ (27.16K), Jpmorgan Chase & Co (13.27K), Northern Trust Corp (10.14K).
Per Business Quant, the top 10 investors in UBFO for the quarter ending December 2025 include Bridgewealth Advisory Group, LLC (1.22Mn), DIMENSIONAL FUND ADVISORS LP (920.29K), VANGUARD GROUP INC (756.24K), Fourthstone LLC (637.92K), BlackRock, Inc. (616.8K), BANC FUNDS CO LLC (536.32K), GEODE CAPITAL MANAGEMENT, LLC (326.22K), Goldman Sachs Group Inc (192.36K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (157.19K), State Street Corp (133.49K).

71 Institutional Holders

6,802,215 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
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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