HoldingsChannel.com
On this page, we present all of the funds holding UBFO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UBFO, with a link to that fund's top holdings. The next columns indicate the amount of UBFO stock held by each of the funds holding UBFO, followed by the UBFO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 45 funds holding UBFO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bridgewealth Advisory Group LLC. For more details on the positions held by Bridgewealth Advisory Group LLC (or by any of the other funds holding UBFO), click the fund name in the "Holder" column of the funds-holding-UBFO table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Bridgewealth Advisory Group LLC | 1,193,088 | $9,199 | 03/31/2024 |
| UBFO | 1,193,088 | $9,199 | 03/31/2024 |
| Dimensional Fund Advisors LP | 839,073 | $7,057 | 12/31/2023 |
| UBFO | 839,073 | $7,057 | 12/31/2023 |
| FJ Capital Management LLC | 615,032 | $5,172 | 12/31/2023 |
| UBFO | 615,032 | $5,172 | 12/31/2023 |
| Banc Funds Co. LLC | 564,227 | $4,745 | 12/31/2023 |
| UBFO | 564,227 | $4,745 | 12/31/2023 |
| Vanguard Group Inc. | 544,493 | $4,579 | 12/31/2023 |
| UBFO | 544,493 | $4,579 | 12/31/2023 |
| Alliancebernstein L.P. | 235,960 | $1,984 | 12/31/2023 |
| UBFO | 235,960 | $1,984 | 12/31/2023 |
| Bridgeway Capital Management Inc. | 126,499 | $1,064 | 12/31/2023 |
| UBFO | 126,499 | $1,064 | 12/31/2023 |
| Geode Capital Management LLC | 121,065 | $1,018 | 12/31/2023 |
| UBFO | 121,065 | $1,018 | 12/31/2023 |
| BlackRock Inc. | 101,762 | $856 | 12/31/2023 |
| UBFO | 101,762 | $856 | 12/31/2023 |
| Renaissance Technologies LLC | 96,848 | $814 | 12/31/2023 |
| UBFO | 96,848 | $814 | 12/31/2023 |
| Destination Wealth Management | 94,506 | $795 | 12/31/2023 |
| UBFO | 94,506 | $795 | 12/31/2023 |
| American Century Companies Inc. | 84,805 | $713 | 12/31/2023 |
| UBFO | 84,805 | $713 | 12/31/2023 |
| Private Wealth Advisors LLC | 79,344 | $667 | 12/31/2023 |
| UBFO | 79,344 | $667 | 12/31/2023 |
| Kennedy Capital Management Inc. | 58,483 | $492 | 12/31/2023 |
| UBFO | 58,483 | $492 | 12/31/2023 |
| Empowered Funds LLC | 40,399 | $335 | 12/31/2023 |
| UBFO | 40,399 | $335 | 12/31/2023 |
| Qube Research & Technologies Ltd | 39,770 | $334 | 12/31/2023 |
| UBFO | 39,770 | $334 | 12/31/2023 |
| Kestra Private Wealth Services LLC | 34,200 | $288 | 12/31/2023 |
| UBFO | 34,200 | $288 | 12/31/2023 |
| Planning Center Inc. | 36,025 | $278 | 03/31/2024 |
| UBFO | 36,025 | $278 | 03/31/2024 |
| State Street Corp | 31,060 | $261 | 12/31/2023 |
| UBFO | 31,060 | $261 | 12/31/2023 |
| Balyasny Asset Management LLC | 28,470 | $239 | 12/31/2023 |
| UBFO | 28,470 | $239 | 12/31/2023 |
| 683 Capital Management LLC | 27,127 | $228 | 12/31/2023 |
| UBFO | 27,127 | $228 | 12/31/2023 |
| Barclays PLC | 25,911 | $218 | 12/31/2023 |
| UBFO | 25,911 | $218 | 12/31/2023 |
| Salzhauer Michael | 25,371 | $213 | 12/31/2023 |
| UBFO | 25,371 | $213 | 12/31/2023 |
| Goldman Sachs Group Inc. | 24,218 | $204 | 12/31/2023 |
| UBFO | 24,218 | $204 | 12/31/2023 |
| Jane Street Group LLC | 23,598 | $198 | 12/31/2023 |
| UBFO | 23,598 | $198 | 12/31/2023 |
| Northern Trust Corp | 23,289 | $196 | 12/31/2023 |
| UBFO | 23,289 | $196 | 12/31/2023 |
| Citigroup Inc. | 22,452 | $189 | 12/31/2023 |
| UBFO | 22,452 | $189 | 12/31/2023 |
| ExodusPoint Capital Management LP | 20,027 | $168 | 12/31/2023 |
| UBFO | 20,027 | $168 | 12/31/2023 |
| Mraz Amerine & Associates Inc. | 19,862 | $167 | 12/31/2023 |
| UBFO | 19,862 | $167 | 12/31/2023 |
| Morgan Stanley | 18,637 | $157 | 12/31/2023 |
| UBFO | 18,637 | $157 | 12/31/2023 |
| O Shaughnessy Asset Management LLC | 16,541 | $139 | 12/31/2023 |
| UBFO | 16,541 | $139 | 12/31/2023 |
| Hsbc Holdings PLC | 13,388 | $115 | 12/31/2023 |
| UBFO | 13,388 | $115 | 12/31/2023 |
| Miracle Mile Advisors LLC | 14,000 | $108 | 03/31/2024 |
| UBFO | 14,000 | $108 | 03/31/2024 |
| Ritholtz Wealth Management | 10,987 | $92 | 12/31/2023 |
| UBFO | 10,987 | $92 | 12/31/2023 |
| Saratoga Research & Investment Management | 11,000 | $85 | 03/31/2024 |
| UBFO | 11,000 | $85 | 03/31/2024 |
| Caldwell Sutter Capital Inc. | 10,065 | $78 | 03/31/2024 |
| UBFO | 10,065 | $78 | 03/31/2024 |
| Royal Bank of Canada | 9,300 | $78 | 12/31/2023 |
| UBFO | 9,300 | $78 | 12/31/2023 |
| Bank of America Corp DE | 8,905 | $75 | 12/31/2023 |
| UBFO | 8,905 | $75 | 12/31/2023 |
| JPMorgan Chase & Co. | 5,885 | $49 | 12/31/2023 |
| UBFO | 5,885 | $49 | 12/31/2023 |
| LSV Asset Management | 4,900 | $41 | 12/31/2023 |
| UBFO | 4,900 | $41 | 12/31/2023 |
| UBS Group AG | 2,928 | $25 | 12/31/2023 |
| UBFO | 2,928 | $25 | 12/31/2023 |
| CWM LLC | 1,398 | $11 | 03/31/2024 |
| UBFO | 1,398 | $11 | 03/31/2024 |
| Tower Research Capital LLC TRC | 755 | $6 | 12/31/2023 |
| UBFO | 755 | $6 | 12/31/2023 |
| Wells Fargo & Company MN | 108 | $1 | 12/31/2023 |
| UBFO | 108 | $1 | 12/31/2023 |
| Householder Group Estate & Retirement Specialist LLC | 76 | $1 | 12/31/2023 |
| UBFO | 76 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| UBFO | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UBFO
See Details: Top 10 Hedge Funds Holding UBFO
Also See: UBFO Insider Buying
Also See: UBFO Holdings Changes
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