Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UBFO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Bridgewealth Advisory Group, LLC | 1.2M | $12.6M | -1.2% | 6.969% | 2.62% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 927K | $9.7M | +0.7% | 5.366% | 0.00% |
| 3 | Fourthstone LLC | 664K | $7.0M | +4.1% | 3.847% | 1.18% |
| 4 | BlackRock, Inc. | 650K | $6.8M | +5.4% | 3.763% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 585K | $6.1M | β | 3.386% | 0.00% |
| 6 | BANC FUNDS CO LLC | 532K | $5.6M | -0.8% | 3.082% | 1.04% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 303K | $3.2M | -7.2% | 1.753% | 0.00% |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 160K | $1.7M | +1.6% | 0.925% | 0.03% |
| 9 | STATE STREET CORP | 143K | $1.5M | +7.1% | 0.828% | 0.00% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 114K | $1.2M | +28.0% | 0.660% | 0.00% |
| 11 | NORTHERN TRUST CORP | 101K | $1.1M | +14.1% | 0.587% | 0.00% |
| 12 | Destination Wealth Management | 95K | $993K | 0.0% | 0.547% | 0.03% |
| 13 | MILLENNIUM MANAGEMENT LLC | 94K | $990K | +502.8% | 0.545% | 0.00% |
| 14 | ALLIANCEBERNSTEIN L.P. | 92K | $931K | β | 0.536% | 0.00% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 88K | $920K | β | 0.507% | 0.00% |
| 16 | AMERICAN CENTURY COMPANIES INC | 83K | $876K | -1.5% | 0.483% | 0.00% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 80K | $841K | β | 0.463% | 0.00% |
| 18 | Empowered Funds, LLC | 74K | $776K | +3.6% | 0.428% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 65K | $679K | -32.8% | 0.374% | 0.00% |
| 20 | Yakira Capital Management, Inc. | 60K | $635K | -2.1% | 0.350% | 0.19% |
| 21 | BARCLAYS PLC | 59K | $618K | -12.5% | 0.341% | 0.00% |
| 22 | MORGAN STANLEY | 57K | $601K | +16.3% | 0.331% | 0.00% |
| 23 | Cerity Partners LLC | 53K | $553K | -0.1% | 0.305% | 0.00% |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | 39K | $408K | +1.2% | 0.225% | 0.01% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 37K | $388K | -8.8% | 0.214% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UBFO β a direct measure of their conviction.
Filings activity in UBFO during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new UBFO position in Q1 2026
Institutions that fully closed their UBFO position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 74 | +4.2% | 39.03% | +2.73 pp | $71M | +7.5% |
| Q4 2025 | 71 | +18% | 36.30% | +7.47 pp | $66M | +26% |
| Q3 2025 | 60 | +11% | 28.83% | 0.52 pp | $52M | 1.8% |
| Q2 2025 | 54 | +1.9% | 29.35% | +7.51 pp | $53M | +34% |
| Q1 2025 | 53 | +3.9% | 21.84% | 8.95 pp | $40M | 29% |
| Q4 2024 | 51 | +11% | 30.79% | +6.78 pp | $56M | +28% |
| Q3 2024 | 46 | 2.1% | 24.01% | +2.80 pp | $44M | +13% |
| Q2 2024 | 47 | β | 21.21% | β | $39M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UBFO stock.
Based on Q1 2026 13F filings, institutional ownership of United Security Bancshares stands at 39.0%, held across 74 reporting institutions.
Bridgewealth Advisory Group, LLC is the largest reported institutional holder of UBFO, with approximately 1,203,437 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of UBFO, including RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for UBFO is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
13 institutions opened new positions in UBFO during Q1 2026, while 10 fully exited. 48 added to existing positions and 12 trimmed.
UBFO institutional ownership rose by 2.73 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 78.3% of all reported 13F value in UBFO, and the top 25 account for 94.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
United Security Bancshares (UBFO) Institutional Ownership