Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

United Sec Bancshares Calif (UBFO)

72 + Investors. Track Smart Money conviction in UBFO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
6Q ▲
Buyers last Q
55%

Smart Money Signals — UBFO

Based on 73 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added UBFO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
73 hedge funds hold UBFO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +43% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+43% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

35 buying29 selling
Last quarter: 35 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 11 → 14 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 10% medium ■ 32% new
43 out of 73 hedge funds have held UBFO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~11 new funds/quarter

6 → 15 → 11 → 14 → 11 new funds/Q
New funds entering each quarter: 15 → 11 → 14 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 33% newcomers

■ 62% veterans ■ 5% 1-2yr ■ 33% new
Entry-cohort mix of 73 holders: 45 (62%) are 2+ year veterans, 4 entered 1–2 years ago, and 24 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
25 of 73 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UBFO

In 2026 Q1, 35 hedge funds were net buyers of UBFO (11 opened a new position, 24 added to an existing one), while 29 reduced or exited (20 trimmed, 9 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in UBFO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 73.

Hedge Fund Ownership: UBFO

How many hedge funds hold UBFO — quarterly history vs. share price
Quarterly hedge fund ownership of UBFO vs. share price

Market Analysis: UBFO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UBFO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: UBFO
72 + Investors

Track Smart Money conviction in UBFO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 72 71 1.41%
13F Shares 7M 7M 4.28%
Total Value $71M $67M 4.82%
New Positions 10 14 -4
Increased Positions 24 24 -
Closed Positions 9 5 +4
Reduced Positions 20 21 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UBFO

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Institutional Holders (2026 Q1)

72 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UBFO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UBFO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bridgewealth Advisory Group, LLC 2.62% 1,203,437 $12.6M
2 Fourthstone LLC 1.18% 664,342 $7.0M
3 Banc Funds Co LLC 1.04% 532,316 $5.6M
4 Yakira Capital Management, Inc. 0.19% 60,411 $635K
5 Oxford Asset Management LLP 0.10% 23,131 $243K
6 Caldwell Sutter Capital, INC. 0.04% 10,065 $106K
7 Planning Center, Inc. 0.04% 36,025 $379K
8 Bridgeway Capital Management, LLC 0.03% 159,771 $1.7M
9 Mraz, Amerine & Associates, Inc. 0.03% 18,248 $192K
10 Destination Wealth Management 0.03% 94,506 $993K
11 PenderFund Capital Management Ltd. 0.01% 8,300 $87K
12 Prelude Capital Management, LLC 0.01% 15,541 $163K
13 Css LLC/Il 0.01% 13,675 $144K
14 Saratoga Research & Investment Management 0.01% 11,000 $116K
15 Kestra Private Wealth Services, LLC 0.01% 38,820 $408K
16 Empowered Funds, LLC 0.00% 73,871 $776K
17 Composition Wealth, LLC 0.00% 23,000 $242K
18 Renaissance Technologies LLC 0.00% 113,948 $1.2M
19 Cerity Partners LLC 0.00% 52,647 $553K
20 Tower Research Capital LLC (TRC) 0.00% 2,440 $26K
21 O'shaughnessy Asset Management, LLC 0.00% 11,541 $121K
22 EverSource Wealth Advisors, LLC 0.00% 704 $20K
23 Ameritas Investment Partners, Inc. 0.00% 1,414 $15K
24 American Century Companies Inc 0.00% 83,365 $876K
25 Millennium Management LLC 0.00% 94,187 $990K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — United Sec Bancshares Calif (UBFO)

What does the Smart Money Trend signal show for UBFO?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added UBFO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UBFO?

Slight buying edge — 55% buying: Last quarter: 35 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UBFO holders?

Strong quality — 31% AUM from major funds: 25 of 73 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UBFO?

59% of holders stayed for 2+ years: 43 out of 73 hedge funds have held UBFO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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