83 institutions reported holding $73.5M of UNITED SEC BANCSHARES CALIF (UBFO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Bridgewealth Advisory Group, LLC ($12.6M), DIMENSIONAL FUND ADVISORS LP ($9.7M), Fourthstone LLC ($7.0M), BlackRock, Inc. ($6.8M), VANGUARD CAPITAL MANAGEMENT LLC ($6.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Bridgewealth Advisory Group, LLC | $12.6M | 1.2M | Trimmed |
| 2 | DIMENSIONAL FUND ADVISORS LP | $9.7M | 926,632 | Added |
| 3 | Fourthstone LLC | $7.0M | 664,342 | Added |
| 4 | BlackRock, Inc. | $6.8M | 649,837 | Added |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $6.1M | 584,697 | New |
| 6 | BANC FUNDS CO LLC | $5.6M | 532,316 | Trimmed |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $3.2M | 302,780 | Trimmed |
| 8 | GLAZER CAPITAL, LLC | $2.7M | 252,426 | Added |
| 9 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.7M | 159,771 | Added |
| 10 | STATE STREET CORP | $1.5M | 143,023 | Added |
| 11 | RENAISSANCE TECHNOLOGIES LLC | $1.2M | 113,948 | Added |
| 12 | NORTHERN TRUST CORP | $1.1M | 101,361 | Added |
| 13 | Destination Wealth Management | $993,257 | 94,506 | Hold |
| 14 | MILLENNIUM MANAGEMENT LLC | $989,905 | 94,187 | Added |
| 15 | ALLIANCEBERNSTEIN L.P. | $931,253 | 92,478 | New |
| 16 | VANGUARD FIDUCIARY TRUST CO | $919,856 | 87,522 | New |
| 17 | AMERICAN CENTURY COMPANIES INC | $876,166 | 83,365 | Trimmed |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | $840,590 | 79,980 | New |
| 19 | Empowered Funds, LLC | $776,384 | 73,871 | New |
| 20 | GOLDMAN SACHS GROUP INC | $679,041 | 64,609 | Trimmed |
| 21 | Yakira Capital Management, Inc. | $634,920 | 60,411 | Trimmed |
| 22 | BARCLAYS PLC | $618,219 | 58,822 | Trimmed |
| 23 | MORGAN STANLEY | $600,614 | 57,146 | Added |
| 24 | Cerity Partners LLC | $553,320 | 52,647 | Trimmed |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $407,994 | 38,820 | Added |
Source: SEC Form 13F filings · as of 2026-03-31