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United Security Bancshares shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of United Security Bancshares (UBFO) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in United Security Bancshares

Tip: Access up to 7 years of quarterly data

All positions including United Security Bancshares held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Security Bancshares by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $83k 11k 7.71
2023-12-31 $92k 11k 8.41
2023-09-30 $129k 17k 7.44
2023-06-30 $109k 16k 6.66

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Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Wellington Us Momentum (VFMO)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl Small Cap V (DISV)
Amazon (AMZN)

View all positions for Comprehensive Portfolio Management

Top funds holding United Security Bancshares

Bridgewealth Advisory Group
Dimensional Fund Advisors
FJ Capital Management
Vanguard Group
Alliancebernstein
Private Wealth Advisors
Kennedy Capital Management
Planning Center
Kestra Private Wealth Services
Balyasny Asset Management
683 Capital Management
Salzhauer Michael
Barclays
Goldman Sachs Group
Jane Street

View all funds holding United Security Bancshares