Security key
911460103
United Security Bancshares/Fresno CA - Common Stock (UBFO)
CUSIP: 911460103
Q3 2024 13F Holders as of 30 Sep 2024
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 5,038,882
- Total 13F value
- $43,878,362
- Share change
- -307,886
- SEC-reported price per share
- $8.71
- Number of holders
- 43
- Value change
- -$1,742,081
- Number of buys
- 22
- Number of sells
- 12
Report period
Q3 2024
Institutions
43
Top holders
10
UBFO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2024
Previous quarter: Q2 2024
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 Jun 2024
13F
3/4/5
Highest disclosed value: $8,649,887
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 $8.65M.
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
$8.65M
DIMENSIONAL FUND ADVISORS LP
$6.17M
FJ Capital Management LLC
$4.4M
VANGUARD GROUP INC
$4.06M
BANC FUNDS CO LLC
$4.05M
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
|
$8,649,887
1,193,088 shares
|
— | 30 Jun 2024 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$6,165,322
850,380 shares
|
— | 30 Jun 2024 |
| FJ Capital Management LLC |
13F
Company
|
—
class O/S missing
|
$4,396,647
606,434 shares
|
— | 30 Jun 2024 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$4,057,535
559,660 shares
|
— | 30 Jun 2024 |
| BANC FUNDS CO LLC |
13F
Company
|
—
class O/S missing
|
$4,054,396
559,227 shares
|
— | 30 Jun 2024 |
| Woolf Michael T. |
3/4/5
Director
|
—
class O/S missing
|
$1,981,120
245,492 shares
|
— | 01 Sep 2022 |
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 Q3 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
43
Shares
5,038,882
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 Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
45
Q3 2024 holders
43
Holder diff
-2
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 value | Q3 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend