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United Security Bancshares shares owned by Archvest Wealth Advisors

Quarter-by-quarter ownership of United Security Bancshares (UBFO) shares owned by Archvest Wealth Advisors from 13F filings

Historical chart of Archvest Wealth Advisors investment in United Security Bancshares

Tip: Access up to 7 years of quarterly data

All positions including United Security Bancshares held by Archvest Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Security Bancshares by Archvest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $40k 4.6k 8.71

More positions owned by Archvest Wealth Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA)
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB)
Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares Tr Conser Alloc Etf (AOK)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Mmentm (MTUM)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Value Etf (VTV)

View all positions for Archvest Wealth Advisors

Top funds holding United Security Bancshares

Bridgewealth Advisory Group
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BlackRock
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YCMNET Advisors
American Century Companies
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Kennedy Capital Management
Empowered Funds

View all funds holding United Security Bancshares