Security key
911460103
United Security Bancshares/Fresno CA - Common Stock (UBFO)
CUSIP: 911460103
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 5,292,711
- Total 13F value
- $44,508,817
- Share change
- +290,895
- SEC-reported price per share
- $8.41
- Number of holders
- 43
- Value change
- +$2,715,355
- Number of buys
- 25
- Number of sells
- 13
Report period
Q4 2023
Institutions
43
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
30 Sep 2023
13F
3/4/5
Highest disclosed value: $8,876,574
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 $8.88M.
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
$8.88M
DIMENSIONAL FUND ADVISORS LP
$6.1M
FJ Capital Management LLC
$4.58M
BANC FUNDS CO LLC
$4.2M
Woolf Michael T.
$1.98M
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
|
$8,876,574
1,193,088 shares
|
— | 30 Sep 2023 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$6,096,357
819,423 shares
|
— | 30 Sep 2023 |
| FJ Capital Management LLC |
13F
Company
|
—
class O/S missing
|
$4,575,838
615,032 shares
|
— | 30 Sep 2023 |
| BANC FUNDS CO LLC |
13F
Company
|
—
class O/S missing
|
$4,198,000
564,227 shares
|
— | 30 Sep 2023 |
| Woolf Michael T. |
3/4/5
Director
|
—
class O/S missing
|
$1,981,120
245,492 shares
|
— | 01 Sep 2022 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$1,816,662
244,175 shares
|
— | 30 Sep 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 Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
43
Shares
5,292,711
Rows available
43
| 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 Q4 2023 vs Q1 2026 Across Filers
Q1 2026 holders
76
Q4 2023 holders
43
Holder diff
-33
| Investor | Q1 2026 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend