UBFO — UNITED SEC BANCSHARES CALIF
Reported value held$23.68M
Funds holding (latest)22
Sector—
UBFO (UNITED SEC BANCSHARES CALIF) is tracked on HoldingsHub across five years of quarterly 13F filings. 22 funds have reported positions historically, with the sum of their latest reported stakes valued at $23.68M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 756.25K | $7.62M | 0.00% | Hold |
| BlackRock Inc history | Q1 2026 | 649.84K | $6.83M | 0.00% | Add |
| Geode Capital Management history | Q1 2026 | 302.78K | $3.18M | 0.00% | Reduce |
| Renaissance Technologies history | Q1 2026 | 113.95K | $1.20M | 0.00% | Add |
| Northern Trust Corp history | Q1 2026 | 101.36K | $1.07M | 0.00% | Add |
| Millennium Management history | Q1 2026 | 94.19K | $989.90K | 0.00% | Add |
| Goldman Sachs Group history | Q1 2026 | 64.61K | $679.04K | 0.00% | Reduce |
| Morgan Stanley history | Q1 2026 | 57.15K | $600.61K | 0.00% | Add |
| Charles Schwab Investment Management history | Q1 2026 | 36.88K | $387.66K | 0.00% | Reduce |
| BNY Mellon history | Q1 2026 | 31.02K | $326.03K | 0.00% | Reduce |
| Bank of America Corp history | Q1 2026 | 17.12K | $179.93K | 0.00% | Reduce |
| Balyasny Asset Management history | Q1 2025 | 15.57K | $139.53K | 0.00% | Add |
| Citadel Advisors history | Q2 2025 | 13.77K | $119.12K | 0.00% | New |
| Invesco Ltd history | Q4 2025 | 10.42K | $104.93K | 0.00% | New |
| JPMorgan Chase & Co history | Q4 2025 | 6.98K | $70.31K | 0.00% | Reduce |
| Deutsche Bank AG history | Q1 2026 | 6.04K | $63.50K | 0.00% | New |
| Wells Fargo & Co history | Q1 2026 | 5.23K | $54.99K | 0.00% | Reduce |
| UBS Group AG history | Q1 2026 | 4.97K | $52.19K | 0.00% | Add |
| Legal & General Investment Management America history | Q1 2026 | 1.25K | $13.11K | 0.00% | Hold |
| Citigroup Inc history | Q1 2026 | 643 | $6.76K | 0.00% | Add |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 121.61K | 146.95K | 148.57K | 515.53K | 512.11K | 616.80K | 649.84K |
| Geode Capital Management | — | 111.58K | 111.58K | 110.59K | 110.88K | 111.15K | 111.49K | 111.49K | 111.49K | 114.92K | 121.06K | 125.80K | 131.11K | 145.78K | 145.25K | 148.98K | 327.07K | 328.22K | 326.22K | 302.78K |
| Renaissance Technologies | — | 160.75K | 131.18K | 117.45K | 90.55K | 84.76K | 85.75K | 81.85K | 60.04K | 61.80K | 96.85K | 96.04K | 94.95K | 138.06K | 104.29K | 85.05K | 92.05K | 78.25K | 89.05K | 113.95K |
| Northern Trust Corp | — | 25.78K | 24.36K | 24.36K | 24.44K | 23.96K | 23.75K | 24.85K | 24.30K | 24.30K | 23.29K | 23.30K | 23.28K | 23.17K | 25.74K | 27.60K | 102.22K | 98.94K | 88.80K | 101.36K |
| Millennium Management | — | 36.02K | 36.54K | 34.64K | 33.47K | 41.72K | 29.59K | 40.13K | 34.11K | — | — | — | — | 10.91K | 47.01K | 217.32K | 19.96K | 22.39K | 15.62K | 94.19K |
| Goldman Sachs Group | — | 18.86K | 18.70K | 22.36K | 13.77K | 26.52K | 13.40K | 12.28K | 12.43K | 13.56K | 24.22K | 13.58K | 13.61K | 16.18K | 36.24K | 59.52K | 25.07K | 41.39K | 96.18K | 64.61K |
| Morgan Stanley | — | 36.11K | 36.81K | 32.44K | 18.85K | 14.59K | 13.16K | 14.34K | 17.09K | 26.34K | 18.64K | 20.29K | 19.34K | 18.34K | 21.97K | 30.86K | 50.78K | 33.90K | 49.15K | 57.15K |
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 40.45K | 40.45K | 40.45K | 36.88K |
| BNY Mellon | — | 60.58K | 60.81K | 61.53K | 63.14K | 64.35K | — | — | — | — | — | — | — | — | — | — | 31.89K | 33.56K | 33.37K | 31.02K |
| Bank of America Corp | — | 304 | 330 | 171 | 1 | 1 | 5.67K | 11.88K | — | 197 | 8.90K | 1.20K | 116 | 262 | 3.65K | 1.31K | 14.97K | 28.71K | 30.26K | 17.12K |
| Deutsche Bank AG | — | 9 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 11.85K | — | 6.04K |
| Wells Fargo & Co | — | 83 | 84 | 85 | 91 | 5.09K | 5.09K | 5.09K | 5.10K | 102 | 108 | 110 | — | 1 | 1 | 1 | 8.89K | 10.62K | 42.52K | 5.23K |
| UBS Group AG | — | 5.83K | 4.18K | 7.54K | 6.07K | 6.89K | 4.18K | 4.19K | — | — | 2.93K | 71 | 1.47K | 13.90K | 14.01K | 11.97K | 5.68K | 4.93K | 4.64K | 4.97K |
| Legal & General Investment Management America | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.25K | 1.25K | 1.25K | 1.25K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | 22.45K | 19.49K | 14.52K | 16.00K | 17.03K | 14.28K | 4.65K | 161 | 314 | 643 |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 184 | 184 |
| Fidelity Management & Research (FMR) | — | — | — | 357 | 96 | 96 | 96 | 96 | — | — | — | — | — | — | — | — | — | 14 | 137 | 148 |
| JPMorgan Chase & Co | — | 93 | 93 | 93 | 93 | 93 | 93 | 504 | 93 | 93 | 5.88K | 93 | 93 | 93 | 93 | 93 | 6.66K | 10.12K | 6.98K | — |
| Invesco Ltd | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.42K | — |
| Vanguard Group | 555.48K | 543.46K | 544.99K | 561.24K | 570.90K | 189.21K | 189.48K | 180.08K | 177.58K | 244.18K | 544.49K | 558.97K | 559.66K | 668.20K | 670.16K | 670.16K | 749.58K | 753.23K | 756.25K | — |