United Security Bancshares
United Security Bancshares (UBFO) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · UBFO · as of Sep 30, 2025
Ownership Breakdown
64
Institutional Holders
▲ 10 vs Q2
$58.04M
Total Inst. Value
▲ $4.09M vs Q2
17.60M
Shares Outstanding
freeFloat 75.27%
6.24M
13F Shares Held
▲ 7,792 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
UBFO largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BRIDGEWEALTH ADVISORY GROUP, LLC national commercial banks | 1.22M | 7.07% | 7.07% | $11.37B | Oct 23, 2025 | ▲ 20 |
DIMENSIONAL FUND ADVISORS LP national commercial banks | 916.1K | 5.32% | 5.32% | $8.55B | Nov 12, 2025 | ▲ 1.4K |
VANGUARD GROUP INC national commercial banks | 753.2K | 4.37% | 4.37% | $7.03B | Nov 7, 2025 | ▲ 3.7K |
FOURTHSTONE LLC national commercial banks | 555.8K | 3.22% | 3.22% | $5.19B | Nov 14, 2025 | ▲ 58.3K |
BANC FUNDS CO LLC national commercial banks | 536.3K | 3.11% | 3.11% | $5.00B | Nov 14, 2025 | — held |
BLACKROCK, INC. national commercial banks | 512.1K | 2.97% | 2.97% | $4.78B | Nov 12, 2025 | ▼ 3.4K |
GEODE CAPITAL MANAGEMENT, LLC national commercial banks | 328.2K | 1.90% | 1.90% | $3.06B | Nov 12, 2025 | ▲ 1.2K |
BRIDGEWAY CAPITAL MANAGEMENT, LLC national commercial banks | 150.0K | 87.04% | 87.04% | $1.40B | Nov 14, 2025 | ▲ 6.6K |
STATE STREET CORP national commercial banks | 132.3K | 76.76% | 76.76% | $1.23B | Nov 14, 2025 | ▲ 7.3K |
DESTINATION WEALTH MANAGEMENT national commercial banks | 100.5K | 58.31% | 58.31% | $937.72M | Nov 14, 2025 | ▲ 6.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
21
Increased
+144.1K shares3
New Positions
first time holders13
Decreased
−135.6K shares0
Sold Out
fully exitedNet shares change (top 50)
+8.5K
+144.1K / −135.6K
Net new holders
+11
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
UBFO insider trading · insider activity
Source: SEC Form 4
0
Buy transactions
20
Sell transactions
0.00
Buy/Sell ratio
$3M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
WILLIAMS KEVIN J SVP/Chief Banking Officer | Mar 24, 2026 | Tax Withhold | 6,644 | — | — | 0 | Form 4 ↗ |
WILLIAMS KEVIN J SVP/Chief Banking Officer | Apr 1, 2026 | D-Return | 49,575 | — | — | 0 | Form 4 ↗ |
WOODS DENNIS R CEO | Apr 1, 2026 | D-Return | 946,011 | — | — | 0 | Form 4 ↗ |
WOODS DENNIS R CEO | Mar 24, 2026 | Tax Withhold | 10,644 | — | — | 0 | Form 4 ↗ |
Saunders Porsche A SVP | Mar 24, 2026 | Tax Withhold | 13,389 | — | — | 0 | Form 4 ↗ |
Saunders Porsche A SVP | Apr 1, 2026 | D-Return | 8,010.138 | — | — | 0 | Form 4 ↗ |
Kinross David A SVP & CHIEF FINANCIAL OFFICER | Mar 24, 2026 | Tax Withhold | 28,236 | — | — | 0 | Form 4 ↗ |
Kinross David A SVP & CHIEF FINANCIAL OFFICER | Apr 1, 2026 | D-Return | 95,733 | — | — | 0 | Form 4 ↗ |
CAVALLA STANLEY J director | Apr 1, 2026 | D-Return | 270 | — | — | 0 | Form 4 ↗ |
Tkacz Brian director | Apr 1, 2026 | D-Return | 16,871 | — | — | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
United Security Bancshares (UBFO) is primarily owned by institutional investors, who hold approximately 35.5% of total shares outstanding. Company insiders own approximately 24.73%, while retail and public investors account for the remaining 39.81%.
The largest institutional shareholder of United Security Bancshares is BRIDGEWEALTH ADVISORY GROUP, LLC, holding approximately 1.22 million shares — equal to 7.07% of outstanding shares — as of September 30, 2025.
A total of 64 institutional investors currently hold UBFO stock, with a combined institutional value of approximately $58,035,264 as of the most recent 13F filing period.
Frequently asked questions
UBFO ownershipUnited Security Bancshares (UBFO) is primarily owned by institutional investors, who hold approximately 35.5% of shares. The largest shareholder is BRIDGEWEALTH ADVISORY GROUP, LLC with a 7.07% stake. Company insiders hold 24.73%. Data sourced from SEC Form 13F as of September 30, 2025.