Security key
911460103
United Security Bancshares/Fresno CA - Common Stock (UBFO)
CUSIP: 911460103
Q2 2023 13F Holders as of 30 Jun 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 4,911,861
- Total 13F value
- $32,714,869
- Share change
- -958,017
- SEC-reported price per share
- $6.66
- Number of holders
- 37
- Value change
- -$6,084,920
- Number of buys
- 14
- Number of sells
- 21
Report period
Q2 2023
Institutions
37
Top holders
10
UBFO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
UNITED SECURITY BANCSHARES SEC filings
UNITED SECURITY BANCSHARES company facts
Broader feeds
Reporting periods
Holder history for CUSIP 911460103
Recent filing periods:
Ownership snapshot
Top reported holders of UBFO - United Security Bancshares/Fresno CA - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Bridgewealth Advisory Gro...
Disclosed value leader
Bridgewealth Advisory Gro...
Comparable rows
0/15
Latest evidence
31 Mar 2023
13F
3/4/5
Highest disclosed value: $7,346,917
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
Bridgewealth Advisory Group, LLC has the largest disclosed position value at $7.35M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Bridgewealth Advisory Group, LLC's linked filing trail.
Disclosed position value
Top 5
Bridgewealth Advisory Group, LLC
$7.35M
STRATEGIC VALUE BANK PARTNERS LLC
$5.95M
DIMENSIONAL FUND ADVISORS LP
$5.51M
FJ Capital Management LLC
$3.92M
Elizabeth Park Capital Advisors, ...
$2.98M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Bridgewealth Advisory Group, LLC |
13F
Company
|
—
class O/S missing
|
$7,346,917
1,151,554 shares
|
— | 31 Mar 2023 |
| STRATEGIC VALUE BANK PARTNERS LLC |
13F
Company
|
—
class O/S missing
|
$5,949,293
932,491 shares
|
— | 31 Mar 2023 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$5,509,255
863,517 shares
|
— | 31 Mar 2023 |
| FJ Capital Management LLC |
13F
Company
|
—
class O/S missing
|
$3,923,904
615,032 shares
|
— | 31 Mar 2023 |
| Elizabeth Park Capital Advisors, Ltd. |
13F
Company
|
—
class O/S missing
|
$2,984,411
467,776 shares
|
— | 31 Mar 2023 |
| BANC FUNDS CO LLC |
13F
Company
|
—
class O/S missing
|
$2,052,000
321,563 shares
|
— | 31 Mar 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
37
Shares
4,911,861
Rows available
37
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2023 vs Q1 2026 Across Filers
Q1 2026 holders
76
Q2 2023 holders
37
Holder diff
-39
| Investor | Q1 2026 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend