UNITED SEC BANCSHARES CALIF (UBFO)
Institutional ownership reported to the SEC as of Q1 2026, across 30 quarters.
74
Reporting holders
$70.9M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bridgewealth Advisory Group, LLC | $12.6M | 1,203,437 | 2.62% | 4q | -1.2%-$157.5K |
| DIMENSIONAL FUND ADVISORS LP | $9.7M | 926,632 | 0.00% | 30q | +0.7%+$66.6K |
| Fourthstone LLC | $7.0M | 664,342 | 1.18% | 8q | +4.1%+$277.7K |
| BlackRock, Inc. | $6.8M | 649,837 | 0.00% | 7q | +5.4%+$347.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | $6.1M | 584,697 | 0.00% | new | FIRST |
| BANC FUNDS CO LLC | $5.6M | 532,316 | 1.04% | 15q | -0.7%-$42.0K |
| GEODE CAPITAL MANAGEMENT, LLC | $3.2M | 302,780 | 0.00% | 30q | -7.2%-$246.4K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.7M | 159,771 | 0.03% | 16q | +1.6%+$27.2K |
| STATE STREET CORP | $1.5M | 143,023 | 0.00% | 30q | +7.1%+$100.2K |
| RENAISSANCE TECHNOLOGIES LLC | $1.2M | 113,948 | 0.00% | 30q | +28.0%+$261.7K |
| NORTHERN TRUST CORP | $1.1M | 101,361 | 0.00% | 30q | +14.1%+$132.0K |
| Destination Wealth Management | $993.3K | 94,506 | 0.03% | 26q | HELD |
| MILLENNIUM MANAGEMENT LLC | $989.9K | 94,187 | 0.00% | 7q | +502.8%+$825.7K |
| ALLIANCEBERNSTEIN L.P. | $931.3K | 92,478 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $919.9K | 87,522 | 0.00% | new | FIRST |
| AMERICAN CENTURY COMPANIES INC | $876.2K | 83,365 | 0.00% | 24q | -1.5%-$13.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $840.6K | 79,980 | 0.00% | new | FIRST |
| Empowered Funds, LLC | $776.4K | 73,871 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $679.0K | 64,609 | 0.00% | 26q | -32.8%-$331.8K |
| Yakira Capital Management, Inc. | $634.9K | 60,411 | 0.19% | 2q | -2.1%-$13.4K |
| BARCLAYS PLC | $618.2K | 58,822 | 0.00% | 30q | -12.5%-$88.6K |
| MORGAN STANLEY | $600.6K | 57,146 | 0.00% | 34q | +16.3%+$84.0K |
| Cerity Partners LLC | $553.3K | 52,647 | 0.00% | 6q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $408.0K | 38,820 | 0.01% | 11q | +1.2%+$4.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $387.7K | 36,885 | 0.00% | 4q | -8.8%-$37.5K |
| Planning Center, Inc. | $378.6K | 36,025 | 0.04% | 10q | HELD |
| ROYAL BANK OF CANADA | $334.0K | 31,813 | 0.00% | 10q | -8.7%-$31.8K |
| Bank of New York Mellon Corp | $326.0K | 31,021 | 0.00% | 4q | -7.0%-$24.7K |
| Nuveen, LLC | $259.4K | 24,686 | 0.00% | 4q | HELD |
| HSBC HOLDINGS PLC | $255.6K | 24,436 | 0.00% | 26q | -50.0%-$255.6K |
| Transmarket Holdings LP | $246.2K | 23,422 | 0.13% | new | NEW |
| OXFORD ASSET MANAGEMENT LLP | $243.1K | 23,131 | 0.10% | new | NEW |
| Composition Wealth, LLC | $241.7K | 23,000 | 0.00% | 9q | HELD |
| Mraz, Amerine & Associates, Inc. | $191.8K | 18,248 | 0.03% | 30q | HELD |
| BANK OF AMERICA CORP /DE/ | $179.9K | 17,120 | 0.00% | 11q | -43.4%-$138.1K |
| PRELUDE CAPITAL MANAGEMENT, LLC | $163.3K | 15,541 | 0.01% | 2q | +25.0%+$32.7K |
| CSS LLC/IL | $143.7K | 13,675 | 0.01% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $121.3K | 11,541 | 0.00% | 12q | -1.6%-$2.0K |
| Saratoga Research & Investment Management | $115.6K | 11,000 | 0.01% | 12q | HELD |
| WELLS FARGO & COMPANY/MN | $110.0K | 10,464 | 0.00% | 30q | -75.4%-$337.0K |
| RHUMBLINE ADVISERS | $108.1K | 10,285 | 0.00% | 4q | -1.7%-$1.8K |
| CALDWELL SUTTER CAPITAL, INC. | $105.8K | 10,065 | 0.04% | 13q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $95.6K | 9,100 | 0.00% | 4q | HELD |
| PenderFund Capital Management Ltd. | $87.2K | 8,300 | 0.01% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $69.1K | 6,573 | 0.00% | 4q | +2.7%+$1.8K |
| DEUTSCHE BANK AG\ | $63.5K | 6,042 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $59.0K | 5,723 | 0.00% | 30q | -18.0%-$13.0K |
| Vanguard Global Advisers, LLC | $57.2K | 5,447 | 0.00% | new | FIRST |
| UBS Group AG | $52.2K | 4,966 | 0.00% | 10q | +7.0%+$3.4K |
| Police & Firemen's Retirement System of New Jersey | $35.0K | 3,327 | 0.00% | 4q | HELD |
| Tower Research Capital LLC (TRC) | $25.6K | 2,440 | 0.00% | 15q | +137.8%+$14.9K |
| BNP PARIBAS FINANCIAL MARKETS | $24.5K | 2,331 | 0.00% | 4q | -53.4%-$28.1K |
| Ameritas Investment Partners, Inc. | $14.9K | 1,414 | 0.00% | 4q | HELD |
| Legal & General Group Plc | $13.1K | 1,247 | 0.00% | 4q | HELD |
| ASSETMARK, INC | $8.7K | 827 | 0.00% | 2q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7.9K | 748 | 0.00% | 4q | -11.5%-$1.0K |
| Russell Investments Group, Ltd. | $7.5K | 710 | 0.00% | 3q | -59.2%-$10.8K |
| CITIGROUP INC | $6.8K | 643 | 0.00% | 10q | +104.8%+$3.5K |
| CWM, LLC | $4.1K | 388 | 0.00% | 3q | +6.0% |
| GLAZER CAPITAL, LLC | $2.7K | 252,426 | 0.06% | 2q | +120.5%+$1.4K |
| PNC FINANCIAL SERVICES GROUP, INC. | $1.9K | 184 | 0.00% | 2q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.9K | 184 | 0.00% | 2q | +148.6%+$1.2K |
| GAMMA Investing LLC | $1.6K | 153 | 0.00% | 2q | +84.3% |
| FMR LLC | $1.6K | 148 | 0.00% | 3q | +8.0% |
| Essential Partners LLC | $956 | 91 | 0.00% | 3q | HELD |
| Rialto Wealth Management, LLC | $526 | 50 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $169 | 16 | 0.00% | 3q | +33.3% |
| Allworth Financial LP | $158 | 15 | 0.00% | 3q | +87.5% |
| True Wealth Design, LLC | $95 | 9 | 0.00% | 3q | HELD |
| Root Financial Partners, LLC | $63 | 6 | 0.00% | new | NEW |
| MAI Capital Management | $53 | 5 | 0.00% | 2q | +25.0% |
| IFP Advisors, Inc | $32 | 3 | 0.00% | 3q | -57.1% |
| ROTHSCHILD INVESTMENT LLC | $11 | 1 | 0.00% | 2q | HELD |
| Sunbelt Securities, Inc. | $11 | 1 | 0.00% | 2q | HELD |
| SBI Securities Co., Ltd. | $11 | 1 | 0.00% | 6q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-14 | 13G/A | Dimensional Fund Advisors LP | 0.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 74 | $70.9M | 6,753,959 | 9 | 22 | 20 | 0.0% |
| Q4 2025 | 67 | $65.7M | 6,521,538 | 12 | 18 | 18 | 0.0% |
| Q3 2025 | 62 | $58.1M | 6,251,903 | 9 | 17 | 16 | 0.0% |
| Q2 2025 | 53 | $54.1M | 6,256,632 | 16 | 19 | 8 | 0.0% |
| Q1 2025 | 49 | $39.9M | 4,458,042 | 5 | 18 | 10 | 0.0% |
| Q4 2024 | 48 | $56.3M | 5,587,547 | 8 | 21 | 5 | 0.0% |
| Q3 2024 | 42 | $43.8M | 5,032,678 | 3 | 19 | 5 | 0.0% |
| Q2 2024 | 44 | $38.7M | 5,336,754 | 4 | 9 | 13 | 0.0% |
| Q1 2024 | 39 | $37.1M | 4,810,467 | 3 | 14 | 10 | 0.0% |
| Q4 2023 | 38 | $38.9M | 4,629,834 | 7 | 14 | 7 | 0.0% |
| Q3 2023 | 36 | $32.5M | 4,369,826 | 6 | 15 | 4 | 0.0% |
| Q2 2023 | 34 | $30.0M | 4,499,377 | 5 | 7 | 9 | 0.0% |
| Q1 2023 | 34 | $34.1M | 5,343,017 | 5 | 13 | 3 | 0.0% |
| Q4 2022 | 32 | $33.8M | 4,628,758 | 2 | 5 | 9 | 0.0% |
| Q3 2022 | 44 | $33.3M | 5,100,082 | 7 | 7 | 9 | 0.0% |
| Q2 2022 | 37 | $41.1M | 5,402,610 | 1 | 7 | 11 | 0.0% |
| Q1 2022 | 39 | $45.0M | 5,415,599 | 3 | 10 | 14 | 0.0% |
| Q4 2021 | 41 | $43.8M | 5,397,161 | 3 | 9 | 14 | 0.0% |
| Q3 2021 | 39 | $34.8M | 4,355,067 | 2 | 9 | 17 | 0.0% |
| Q2 2021 | 48 | $36.2M | 4,432,933 | 12 | 7 | 24 | 0.0% |
| Q1 2021 | 49 | $38.4M | 4,684,579 | 4 | 14 | 19 | 0.0% |
| Q4 2020 | 47 | $30.8M | 4,365,299 | 2 | 17 | 11 | 0.0% |
| Q3 2020 | 47 | $25.9M | 4,231,788 | 2 | 12 | 20 | 0.0% |
| Q2 2020 | 50 | $27.3M | 4,086,302 | 3 | 15 | 17 | 0.0% |
| Q1 2020 | 50 | $26.1M | 4,077,788 | 3 | 14 | 23 | 0.0% |
| Q4 2019 | 56 | $46.4M | 4,324,062 | 9 | 19 | 12 | 0.0% |
| Q3 2019 | 50 | $42.6M | 4,050,886 | 2 | 18 | 14 | 0.0% |
| Q2 2019 | 53 | $46.7M | 4,105,391 | 6 | 21 | 10 | 0.0% |
| Q1 2019 | 54 | $45.0M | 4,243,135 | 1 | 9 | 21 | 0.0% |
| Q4 2018 | 55 | $42.0M | 4,386,662 | 0 | 1 | 1 | 0.0% |