United Security Bancshares
UBFO • NASDAQ
United Security Bancshares is a banks - regional company in the financial services sector on NASDAQ, led by David A. Kinross, with a market cap of $181.4M. As of Q3 2025, 36% of shares are held by 62 institutional investors, with Bridgewealth Advisory Group, LLC as the largest holder at 6.97%.
Senior Vice President and Chief Financial OfficerDavid A. Kinross
Market Cap$181.4M
Banks - Regional
Financial Services
Employees114.0
Websiteunitedsecuritybank.com
Country
United States of America
Overview
Overview of institutional ownership in UBFO as of Q3 2025 with a market cap of $163.1M
All Institutions
- Institutions
- 62
- Value Held
- $58.0M
- Shares Held
- 6.2M
- Avg Position
- $935.5K
- Median Position
- $126.6K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $6.1M
- Shares Held
- 656.5K
- Avg Position
- $2.0M
- Median Position
- $730.1K
Ownership Breakdown
Based on market cap of $163.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in UBFO as of Q3 2025
| Institution | Position Value |
|---|---|
 Bridgewealth Advisory Group, LLC RIA/Wealth | $11.4M 3.02% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $8.5M 0.00% of portfolio |
 VANGUARD GROUP INC Institution | $7.0M 0.00% of portfolio |
 Fourthstone LLC Hedge Fund•Long/Short | $5.2M 0.93% of portfolio |
B BANC FUNDS CO LLC Institution | $5.0M 1.22% of portfolio |
B BlackRock, Inc. Institution | $4.8M 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $3.1M 0.00% of portfolio |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | $1.4M 0.03% of portfolio |
 STATE STREET CORP Institution | $1.2M 0.00% of portfolio |
 Destination Wealth Management RIA/Wealth | $937.7K 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for UBFO in Q3 2025
- Traded
- +$14.9K
- Buyers
- 33
- Sellers
- 15
- Total Bought
- +$1.4M
- Total Sold
- −$1.4M
- Avg Position
- $906.3K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Fourthstone LLC Hedge Fund•Long/Short | +$544.1K +58.3K shares |
 GOLDMAN SACHS GROUP INC Institution | +$152.2K +16.3K shares |
 BANK OF AMERICA CORP /DE/ Institution | +$128.2K +13.7K shares |
 DEUTSCHE BANK AG\ Institution | +$110.5K +11.8K shares |
STATE STREET CORP Institution | +$68.3K +7.3K shares |
 Empowered Funds, LLC ETF Provider | +$61.4K +6.6K shares |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | +$61.4K +6.6K shares |
Destination Wealth Management RIA/Wealth | +$56.0K +6.0K shares |
VANGUARD GROUP INC Institution | +$34.1K +3.7K shares |
 JPMORGAN CHASE & CO Institution | +$32.3K +3.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$729.7K −78.2K shares |
 MORGAN STANLEY RIA/Wealth | −$157.5K −16.9K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | −$128.8K −13.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$119.1K −13.8K shares |
 BARCLAYS PLC Institution | −$85.9K −9.2K shares |
B BlackRock, Inc. Institution | −$32.0K −3.4K shares |
 NORTHERN TRUST CORP Institution | −$30.6K −3.3K shares |
N NEW YORK STATE COMMON RETIREMENT FUND Institution | −$27.1K −2.9K shares |
H HSBC HOLDINGS PLC Institution | −$26.8K −2.9K shares |
P Private Wealth Advisors, LLC RIA/Wealth | −$10.4K −1.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited UBFO in Q3 2025
- New Positions
- 6
- New Value
- $1.3K
- Exited Positions
- 1
- Exited Value
- $119.1K
New Positions
| Institution | Position Value |
|---|---|
 SRS Capital Advisors, Inc. RIA/Wealth | $942.0 101.0 shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | $121.0 13.0 shares |
 True Wealth Design, LLC RIA/Wealth | $94.0 10.0 shares |
 Hanson McClain, Inc. RIA/Wealth | $75.0 8.0 shares |
 IFP Advisors, Inc RIA/Wealth | $74.0 6.0 shares |
C Covestor Ltd Institution | - 24.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $119.1K 13.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in UBFO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with UBFO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Bridgewealth Advisory Group, LLC RIA/Wealth | 3.02% $11.4M |
B BANC FUNDS CO LLC Institution | 1.22% $5.0M |
Fourthstone LLC Hedge Fund•Long/Short | 0.93% $5.2M |
P Private Wealth Advisors, LLC RIA/Wealth | 0.18% $470.6K |
 CALDWELL SUTTER CAPITAL, INC. RIA/Wealth | 0.04% $93.9K |
 Planning Center, Inc. Real Assets | 0.04% $336.1K |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | 0.03% $1.4M |
 Mraz, Amerine & Associates, Inc. RIA/Wealth | 0.03% $170.3K |
Destination Wealth Management RIA/Wealth | 0.03% $937.7K |
S SALZHAUER MICHAEL Institution | 0.02% $38.9K |
Hedge Fund Spotlight
Discover hedge funds investing in UBFO
Fourthstone LLC
Hedge Fund • Long/Short
Portfolio ManagerAmy Morris Stone
- Portfolio Value
- $557.6M
- Positions
- 83
- Last Reported
- Q3 2025
Sector Allocation
Position in United Security Bancshares
- Market Value
- $5.2M
- Shares Held
- 555.8K
- Portfolio Weight
- 0.93%
- Owned Since
- 2024-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Banks - Regional Financial Services | $49.4M | 8.85% | |
Banks - Regional Financial Services | $31.7M | 5.68% | |
Banks - Regional Financial Services | $30.5M | 5.47% |
