Bridgewealth Advisory Group, LLC
Position in UBFO — UNITED SECURITY BANCSHARES
CIK 1801982
Fresno, CA
Position in UBFO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,648,122
+$378,633 QoQ
Shares Held
1,203,437
-1.2% QoQ
Ownership
6.97%
of shares outstanding
% of Portfolio
16.50%
of 13F equity value
Holder Rank
#1
of 76 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UBFO Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Bridgewealth Advisory Group, LLC holds $13,467,849 across 3 Banks - Regional names. UBFO ranks #1 (93.9% of the industry book) .
All Filings in UBFO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,648,122 | 1,203,437 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,269,489 | 1,218,420 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,367,672 | 1,218,400 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,538,987 | 1,218,380 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $12,301,113 | 1,217,932 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,350,537 | 1,188,351 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,649,888 | 1,193,088 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,198,708 | 1,193,088 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $10,041,867 | 1,194,039 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,876,574 | 1,193,088 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,651,713 | 1,148,906 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,346,914 | 1,151,554 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,417,859 | 1,151,554 | Shares | Sole | 2023-02-24 | |
| No filing history on record for this holder in this stock. | ||||||