UNITED SECURITY BANCSHARES (UBFO) — Institutional Holders, Q1 2026
77 institutional investment managers reported a UBFO position on SEC Form 13F-HR for the quarter ended March 31, 2026, with a combined reported value of $73.6M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UBFO in Q1 2026: what funds did
Funds that filed a 13F for both Q4 2025 and Q1 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- GLAZER CAPITALAdded · +137,958 sh+$1.4M
- ALLIANCEBERNSTEIN L.P.New · +92,478 sh+$971.9K
- MILLENNIUM MANAGEMENTAdded · +78,563 sh+$825.7K
- BlackRockAdded · +33,038 sh+$347.2K
- FourthstoneAdded · +26,425 sh+$277.7K
Biggest sellers
- WELLS FARGO & COMPANYTrimmed · -37,292 sh-$391.9K
- HSBC PLCTrimmed · -24,436 sh-$256.8K
- GEODE CAPITAL MANAGEMENTTrimmed · -23,444 sh-$246.4K
- JANE STREET GROUPSold out · -15,001 sh-$157.7K
- Bridgewealth Advisory GroupTrimmed · -14,983 sh-$157.5K
UBFO 13F holders ranked 1–77 of 77
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q4 2025 |
|---|---|---|---|---|---|
| 1 | Bridgewealth Advisory Group#1 · 1,203,437 sh | 1,203,437 | $12.6M | — | -1.2% |
| 2 | DIMENSIONAL FUND ADVISORS#2 · 926,632 sh | 926,632 | $9.7M | — | +0.7% |
| 3 | Fourthstone#3 · 664,342 sh | 664,342 | $7.0M | — | +4.1% |
| 4 | BlackRock#4 · 649,837 sh | 649,837 | $6.8M | — | +5.4% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 584,697 sh | 584,697 | $6.1M | — | — |
| 6 | BANC FUNDS#6 · 532,316 sh | 532,316 | $5.6M | — | -0.7% |
| 7 | GEODE CAPITAL MANAGEMENT#7 · 302,780 sh | 302,780 | $3.2M | — | -7.2% |
| 8 | GLAZER CAPITAL#8 · 252,426 sh | 252,426 | $2.7M | — | +120.5% |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT#9 · 159,771 sh | 159,771 | $1.7M | — | +1.6% |
| 10 | STATE STREET#10 · 143,023 sh | 143,023 | $1.5M | — | +7.1% |
| 11 | RENAISSANCE TECHNOLOGIES#11 · 113,948 sh | 113,948 | $1.2M | — | +28.0% |
| 12 | NORTHERN#12 · 101,361 sh | 101,361 | $1.1M | — | +14.1% |
| 13 | Destination Wealth Management#13 · 94,506 sh | 94,506 | $993.3K | — | 0.0% |
| 14 | MILLENNIUM MANAGEMENT#14 · 94,187 sh | 94,187 | $989.9K | — | +502.8% |
| 15 | ALLIANCEBERNSTEIN L.P.#15 · 92,478 sh | 92,478 | $931.3K | — | New |
| 16 | VANGUARD FIDUCIARY#16 · 87,522 sh | 87,522 | $919.9K | — | — |
| 17 | AMERICAN CENTURY COMPANIES#17 · 83,365 sh | 83,365 | $876.2K | — | -1.5% |
| 18 | VANGUARD PORTFOLIO MANAGEMENT#18 · 79,980 sh | 79,980 | $840.6K | — | — |
| 19 | Empowered Funds#19 · 73,871 sh | 73,871 | $776.4K | — | +3.6% |
| 20 | GOLDMAN SACHS GROUP#20 · 64,609 sh | 64,609 | $679.0K | — | -18.4% |
| 21 | Yakira Capital Management#21 · 60,411 sh | 60,411 | $634.9K | — | -2.1% |
| 22 | BARCLAYS PLC#22 · 58,822 sh | 58,822 | $618.2K | — | -12.5% |
| 23 | MORGAN STANLEY#23 · 57,146 sh | 57,146 | $600.6K | — | +16.3% |
| 24 | Cerity Partners#24 · 52,647 sh | 52,647 | $553.3K | — | -0.1% |
| 25 | KESTRA PRIVATE WEALTH SERVICES#25 · 38,820 sh | 38,820 | $408.0K | — | +1.2% |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT#26 · 36,885 sh | 36,885 | $387.7K | — | -8.8% |
| 27 | Planning Center#27 · 36,025 sh | 36,025 | $378.6K | — | 0.0% |
| 28 | ROYAL BANK OF CANADA#28 · 31,851 sh | 31,851 | $334.0K | — | -8.6% |
| 29 | Bank of New York Mellon#29 · 31,021 sh | 31,021 | $326.0K | — | -7.0% |
| 30 | Nuveen#30 · 24,686 sh | 24,686 | $259.4K | — | 0.0% |
| 31 | HSBC PLC#31 · 24,436 sh | 24,436 | $255.6K | — | -50.0% |
| 32 | Transmarket#32 · 23,422 sh | 23,422 | $246.2K | — | New |
| 33 | OXFORD ASSET MANAGEMENT LLP#33 · 23,131 sh | 23,131 | $243.1K | — | New |
| 34 | Miracle Mile Advisors#34 · 23,000 sh | 23,000 | $241.7K | — | 0.0% |
| 35 | Mraz, Amerine & Associates#35 · 18,248 sh | 18,248 | $191.8K | — | 0.0% |
| 36 | BANK OF AMERICA#36 · 17,120 sh | 17,120 | $179.9K | — | +3024.1% |
| 37 | PRELUDE CAPITAL MANAGEMENT#37 · 15,541 sh | 15,541 | $163.3K | — | +25.0% |
| 38 | CSS#38 · 13,675 sh | 13,675 | $143.7K | — | New |
| 39 | O'SHAUGHNESSY ASSET MANAGEMENT#39 · 11,541 sh | 11,541 | $121.3K | — | -1.6% |
| 40 | Saratoga Research & Investment Management#40 · 11,000 sh | 11,000 | $115.6K | — | 0.0% |
| 41 | RHUMBLINE ADVISERS#41 · 10,285 sh | 10,285 | $108.1K | — | -1.7% |
| 42 | CALDWELL SUTTER CAPITAL#42 · 10,065 sh | 10,065 | $105.8K | — | 0.0% |
| 43 | NEW YORK STATE COMMON RETIREMENT FUND#43 · 9,100 sh | 9,100 | $95.6K | — | 0.0% |
| 44 | PenderFund Capital Management Ltd.#44 · 8,300 sh | 8,300 | $87.2K | — | New |
| 45 | MIRAE ASSET GLOBAL ETFS Ltd.#45 · 6,573 sh | 6,573 | $69.1K | — | +2.7% |
| 46 | DEUTSCHE BANK AG\#46 · 6,042 sh | 6,042 | $63.5K | — | New |
| 47 | JPMORGAN CHASE#47 · 5,723 sh | 5,723 | $59.0K | — | -18.0% |
| 48 | Vanguard Global Advisers#48 · 5,447 sh | 5,447 | $57.2K | — | — |
| 49 | WELLS FARGO & COMPANY#49 · 5,232 sh | 5,232 | $55.0K | — | -87.7% |
| 50 | UBS Group AG#50 · 4,966 sh | 4,966 | $52.2K | — | +7.0% |
| 51 | Police & Firemen's Retirement System of New Jersey#51 · 3,327 sh | 3,327 | $35.0K | — | 0.0% |
| 52 | Tower Research Capital (TRC)#52 · 2,440 sh | 2,440 | $25.6K | — | +137.8% |
| 53 | BNP PARIBAS FINANCIAL MARKETS#53 · 2,331 sh | 2,331 | $24.5K | — | -53.4% |
| 54 | EverSource Wealth Advisors#54 · 704 sh | 704 | $19.6K | — | +5766.7% |
| 55 | Ameritas Investment Partners#55 · 1,414 sh | 1,414 | $14.9K | — | 0.0% |
| 56 | Legal & General Group Plc#56 · 1,247 sh | 1,247 | $13.1K | — | 0.0% |
| 57 | ASSETMARK#57 · 827 sh | 827 | $8.7K | — | 0.0% |
| 58 | Russell Investments Group, Ltd.#58 · 710 sh | 710 | $7.5K | — | -59.2% |
| 59 | CITIGROUP#59 · 643 sh | 643 | $6.8K | — | +104.8% |
| 60 | CWM#60 · 388 sh | 388 | $4.1K | 0.00% | +6.0% |
| 61 | PNC FINANCIAL SERVICES GROUP#61 · 184 sh | 184 | $1.9K | — | 0.0% |
| 62 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#62 · 184 sh | 184 | $1.9K | — | +148.6% |
| 63 | GAMMA Investing#63 · 153 sh | 153 | $1.6K | — | +84.3% |
| 64 | FMR#64 · 148 sh | 148 | $1.6K | — | +8.0% |
| 65 | Essential Partners#65 · 91 sh | 91 | $956.00 | — | 0.0% |
| 66 | Rialto Wealth Management#66 · 50 sh | 50 | $526.00 | — | New |
| 67 | Allworth Financial#67 · 15 sh | 15 | $158.00 | — | +87.5% |
| 68 | True Wealth Design#68 · 9 sh | 9 | $95.00 | — | 0.0% |
| 69 | Root Financial Partners#69 · 6 sh | 6 | $63.00 | — | New |
| 70 | MAI Capital Management#70 · 5 sh | 5 | $53.00 | — | +25.0% |
| 71 | Basecamp Wealth Advisors#71 · 4 sh | 4 | $42.00 | — | New |
| 72 | IFP Advisors#72 · 3 sh | 3 | $32.00 | — | -57.1% |
| 73 | Sunbelt Securities#73 · 1 sh | 1 | $11.00 | 0.00% | 0.0% |
| 74 | SBI Securities , Ltd.#74 · 1 sh | 1 | $11.00 | — | 0.0% |
| 75 | ROTHSCHILD INVESTMENT#75 · 1 sh | 1 | $11.00 | — | 0.0% |
| 76 | Covestor Ltd#76 · 4 sh | 4 | $0.00 | — | 0.0% |
| 77 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#77 · 748 sh | 748 | — | — | -11.5% |
Funds that sold out of UBFO in Q1 2026 (8)
Held UBFO at the end of Q4 2025 and filed a Q1 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q4 2025 |
|---|---|---|
| JANE STREET GROUP15,001 sh | 15,001 | $151.1K |
| Private Wealth Advisors12,745 sh | 12,745 | $128.3K |
| Invesco Ltd.10,420 sh | 10,420 | $104.9K |
| KERR FINANCIAL PLANNING3,472 sh | 3,472 | $39.2K |
| SageView Advisory Group3,317 sh | 3,317 | $33.4K |
| LSV ASSET MANAGEMENT1,500 sh | 1,500 | $15.0K |
| Sterling Capital Management798 sh | 798 | $8.0K |
| AMALGAMATED BANK435 sh | 435 | $4.0K |
Source: Form 13F-HR filings on SEC EDGAR, Q1 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q4 2025 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.