UBFO — United Sec Bancshrs Common

Ownership history in Destination Wealth Management  ·  81 quarters on record

This page tracks every 13F SEC filing in which Destination Wealth Management reported a position in United Sec Bancshrs Common (UBFO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.34% (2006 Q3)
Avg. % of fund
0.07%
First filed
2004 Q2
Last filed
2025 Q4
Quarters held
81
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 94,506 -6,000 -6.0% 0.02% $952K $10.07
2025 Q3 ADDED 100,506 +6,000 +6.3% 0.03% $938K $9.10
2025 Q2 UNCHANGED 94,506 — 0% 0.02% $817K $8.33
2025 Q1 UNCHANGED 94,506 — 0% 0.03% $847K $8.50
2024 Q4 UNCHANGED 94,506 — 0% 0.03% $955K $9.46
2024 Q3 UNCHANGED 94,506 — 0% 0.03% $823K $8.05
2024 Q2 UNCHANGED 94,506 — 0% 0.02% $685K $6.59
2024 Q1 UNCHANGED 94,506 — 0% 0.02% $729K $6.90
2023 Q4 UNCHANGED 94,506 — 0% 0.03% $795K $7.41
2023 Q3 UNCHANGED 94,506 — 0% 0.03% $703K $6.45
71 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UBFO price (monthly, adj. close)

Other funds also holding UBFO

As of 2025 Q4 — sorted by position size

Bridgewealth Advisory Group, LLC 3Y 2.71% Fourthstone LLC 3Y 1.2% Yakira Capital Management, Inc. 3Y 7Y 0.21% CALDWELL SUTTER CAPITAL, INC. 3Y 0.04% Private Wealth Advisors, LLC 3Y 0.04% Planning Center, Inc. 3Y 0.04% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.03% GLAZER CAPITAL, LLC 3Y 7Y 0.03% Mraz, Amerine & Associates, Inc. 3Y 7Y 0.03% PRELUDE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01%
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