Institutional Ownership
United Sec Bancshares Calif
CUSIP 911460103COMUBFOQ1 2026
13D / 13G Filings
10
Schedule 13D/13G on record
Beneficial Filers
4
Distinct reporting persons
Largest Stake
7.1%
Max % of class reported
Institutional Holders
72
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
10 filings · latest Oct 31, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 31, 2024 | Dimensional Fund Advisors LP | 13G | 5.0% | 869.9K | SEC |
| 2 | Jul 30, 2024 | Gill Jagroop | 13D/A | 7.1% | 1.22M | SEC |
| 3 | Jun 12, 2023 | Gill Jagroop | 13D | 5.9% | 1.01M | SEC |
| 4 | Jun 6, 2023 | Strategic Value Investors LP | 13D/A | — | — | SEC |
| 5 | Jan 31, 2023 | Strategic Value Investors LP | 13D/A | 5.5% | 934.3K | SEC |
| 6 | Feb 10, 2022 | Strategic Value Investors LP | 13D/A | 5.5% | 934.3K | SEC |
| 7 | Feb 16, 2021 | Bridgewealth Advisory Group, LLC | 13G/A | 5.5% | 935.2K | SEC |
| 8 | Feb 12, 2021 | Strategic Value Investors LP | 13D/A | 5.4% | 917.3K | SEC |
| 9 | Feb 12, 2020 | Bridgewealth Advisory Group, LLC | 13G/A | 5.5% | 931.7K | SEC |
| 10 | Feb 12, 2020 | Bridgewealth Advisory Group, LLC | 13G | 5.7% | 961.6K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Bridgewealth Advisory Group, LLC | 1.20M | $12.65M |
| 2 | Dimensional Fund Advisors LP | 926.6K | $9.74M |
| 3 | Fourthstone LLC | 664.3K | $6.98M |
| 4 | Blackrock, Inc. | 649.8K | $6.83M |
| 5 | Banc Funds Co LLC | 532.3K | $5.59M |
| 6 | Geode Capital Management, LLC | 302.8K | $3.18M |
| 7 | Bridgeway Capital Management, LLC | 159.8K | $1.68M |
| 8 | State Street Corp | 143.0K | $1.50M |
| 9 | Renaissance Technologies LLC | 113.9K | $1.20M |
| 10 | Northern Trust Corp | 101.4K | $1.07M |