Data as of Q4 2025 (Dec 31, 2025)
UBFO

UNITED SEC BANCSHARES CALIF

Institutional Ownership · Q4 2025

Filing: Q4 2025

UNITED SEC BANCSHARES CALIF (UBFO) is held by 67 institutional investors with combined holdings of $66M. Major holders include Bridgewealth Advisory Gro, DIMENSIONAL FUND ADVISORS, VANGUARD GROUP INC.

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Institutional Holders
67
Total Value
$66.3M
Ownership %
37.4%

🏦 Top Institutional Holders

Bridgewealth Advisory Group, LLC
1.2M shares
$12.3M
6.92% ownership
DIMENSIONAL FUND ADVISORS LP
920.3K shares
$9.3M
5.23% ownership
VANGUARD GROUP INC
756.2K shares
$7.6M
4.30% ownership
Fourthstone LLC
637.9K shares
$6.4M
3.62% ownership
BlackRock, Inc. (BLK)
616.8K shares
$6.2M
3.50% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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