UBFOUNITED SEC BANCSHARES CALIF
CUSIP 911460103 · Yahoo Finance ↗ · Google Finance ↗
United Sec Bancshares Calif (UBFO) has 74 institutional holders in Filings Flow’s 13F database, together reporting 6.97M shares worth $71M as of Q1 2026. The largest reported holders are Bridgewealth Advisory Group, LLC, Dimensional Fund Advisors LP, and Vanguard Group Inc.
Institutional Holders
74
Q1 2026
Reported Value
$71M
Ticker
UBFO
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bridgewealth Advisory Group, LLC$482M AUM | 2.62% | $13M | 1.20M | Q1 2026OLDER |
| Fourthstone LLC$590M AUM | 1.18% | $7M | 664.3K | Q1 2026OLDER |
| BANC FUNDS CO LLC$537M AUM | 1.04% | $6M | 532.3K | Q1 2026OLDER |
| Yakira Capital Management, Inc.$342M AUM | 0.19% | $634,920 | 60.4K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.10% | $243,107 | 23.1K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.04% | $105,783 | 10.1K | Q1 2026OLDER |
| Private Wealth Advisors, LLC$356M AUM | 0.04% | $128,338 | 12.7K | Q4 2025OLDER |
| Planning Center, Inc.$987M AUM | 0.04% | $378,623 | 36.0K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.03% | $2M | 159.8K | Q1 2026OLDER |
| Mraz, Amerine & Associates, Inc.$678M AUM | 0.03% | $191,786 | 18.2K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 0.03% | $993,257 | 94.5K | Q1 2026OLDER |
| SALZHAUER MICHAEL$212M AUM | 0.02% | $38,947 | 28.0K | Q3 2025OLDER |
| PenderFund Capital Management Ltd.$639M AUM | 0.01% | $87,233 | 8.3K | Q1 2026OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.01% | $163,336 | 15.5K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.01% | $143,724 | 13.7K | Q1 2026OLDER |
| Saratoga Research & Investment Management$1.8B AUM | 0.01% | $115,610 | 11.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $407,994 | 38.8K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $776,384 | 73.9K | Q2 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $241,730 | 23.0K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $10M | 926.6K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 113.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $33,406 | 3.3K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $553,320 | 52.6K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $25,644 | 2.4K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $121,296 | 11.5K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $14,861 | 1.4K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $876,166 | 83.4K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $989,905 | 94.2K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $931,253 | 92.5K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $34,967 | 3.3K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $919,856 | 87.5K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $3M | 302.8K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $6M | 584.7K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $618,219 | 58.8K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 101.4K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $95,641 | 9.1K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $255,601 | 24.4K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $8,036 | 798 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $7M | 649.8K | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $526 | 50 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $8M | 756.2K | Q4 2025OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $69,082 | 6.6K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $108,091 | 10.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $679,041 | 64.6K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $1,608 | 153 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $259,450 | 24.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $326,032 | 31.0K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $387,661 | 36.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $334,000 | 31.9K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $2M | 143.0K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $840,590 | 80.0K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $57,248 | 5.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $494,976 | 49.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $254,354 | 27.3K | Q3 2025OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $95 | 9 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $151,060 | 15.0K | Q4 2025OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $63,501 | 6.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8,692 | 827 | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $104,929 | 10.4K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $942 | 101 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $179,932 | 17.1K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $24,499 | 2.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $4,078 | 388 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $54,990 | 5.2K | Q2 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $7,861 | 748 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $7,462 | 710 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $52,193 | 5.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $169 | 16 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $59,004 | 5.7K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $13,106 | 1.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $63 | 6 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $6,758 | 643 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $953 | 156 | Q3 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1,934 | 184 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $32 | 3 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $158 | 15 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1,934 | 184 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $53 | 5 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1,555 | 148 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.