Institutional Ownership United Bancorp Inc (UBCP)
This table provides information about the institutional ownership of United Bancorp Inc (UBCP). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 668,009 shares, which have been reported (via 13F filing form) to have a value of $9.81 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
87,741
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 12.96%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
84,356
shares
|
$1.24 Million
0.24% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
52,457
shares
|
$770,068
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
45,425
shares
|
$666,839
0.63% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
45,077
shares
|
$661,730
0.0% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
44,270
shares
|
$649,883
0.18% of portfolio
|
Q4 2023
Added 26.44%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
44,100
shares
|
$647,388
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
43,050
shares
|
$631,974
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
39,765
shares
|
$583,750
0.0% of portfolio
|
Q2 2024
Added 79.06%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
34,055
shares
|
$499,927
0.01% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
33,492
shares
|
$491,662
0.12% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
25,190
shares
|
$369,789
0.0% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
23,338
shares
|
$342,601
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Raffles Associates LP
New York, NY |
Aug 15, 2025 Q2 2025 |
17,699
shares
|
$259,821
0.31% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
15,174
shares
|
$222,754
0.0% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,731
shares
|
$128,171
0.0% of portfolio
|
Q1 2025
Reduced 12.52%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
6,917
shares
|
$101,541
0.0% of portfolio
|
Q2 2023
Reduced 55.48%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,378
shares
|
$78,949
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,399
shares
|
$64,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
3,035
shares
|
$44,553
0.0% of portfolio
|
Q2 2025
Added 399.18%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
2,972
shares
|
$43,628
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
535
shares
|
$7,853
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$4,404
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
237
shares
|
$3,479
0.0% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
200
shares
|
$2,936
0.0% of portfolio
|
Q4 2023
New holding
|