Vault-13

UNITED SEC BANCSHARES CALIF UBFO

COM · Common Stock · CUSIP 911460103

0 institutional holders -78 vs Q1 2026
—reported value*
0 new 0 added 0 reduced 75 sold out net sold ≈ $73.3m (-7.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 46Q4 22: 45Q1 23: 45Q2 23: 39Q3 23: 41Q4 23: 45Q1 24: 44Q2 24: 47Q3 24: 46Q4 24: 51Q1 25: 53Q2 25: 55Q3 25: 65Q4 25: 72Q1 26: 78Q2 26: 00Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202246
Q4 202245
Q1 202345
Q2 202339
Q3 202341
Q4 202345
Q1 202444
Q2 202447
Q3 202446
Q4 202451
Q1 202553
Q2 202555
Q3 202565
Q4 202572
Q1 202678
Q2 20260

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 24 bought or addedQ3 24: 12 cut or sold outQ4 24: 31 bought or addedQ4 24: 12 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 14 cut or sold outQ2 25: 35 bought or addedQ2 25: 21 cut or sold outQ2 25Q3 25: 33 bought or addedQ3 25: 17 cut or sold outQ4 25: 36 bought or addedQ4 25: 28 cut or sold outQ4 25Q1 26: 32 bought or addedQ1 26: 29 cut or sold outQ2 26: 0 bought or addedQ2 26: 75 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242412
Q4 20243112
Q1 20252714
Q2 20253521
Q3 20253317
Q4 20253628
Q1 20263229
Q2 2026075

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1k$2k$3kQ3 25 calls: $2.8kQ3 25 puts: $933Q3 25P/C 0.33Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$2.8k$9330.33
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

None

Biggest sellers

Bridgewealth Advisory Group, LLC Sold out -1,203,437-1.2m
DIMENSIONAL FUND ADVISORS LP Sold out -926,632-926.6k
Fourthstone LLC Sold out -664,342-664.3k
BlackRock, Inc. Sold out -649,837-649.8k
VANGUARD CAPITAL MANAGEMENT LLC Sold out -584,697-584.7k
BANC FUNDS CO LLC Sold out -532,316-532.3k
GEODE CAPITAL MANAGEMENT, LLC Sold out -302,780-302.8k
GLAZER CAPITAL, LLC Sold out -252,426-252.4k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Sold out -159,771-159.8k
STATE STREET CORP Sold out -143,023-143.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: DIMENSIONAL FUND ADVISORS LP (0.0%, 2026-07-14)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change