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Appalachian Capital Management’s United Bancorp UBCP Stock Holding History

Appalachian Capital Management’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$530K Buy
33,387
+15
+0% +$237 0.38% 29
2026
Q1 		$508K Buy
33,372
+14
+0% +$206 0.41% 25
2025
Q4 		$479K Buy
+33,358
New +$447K 0.38% 26

Other funds holding UBCP

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Appalachian Capital Management's UBCP Position: Q2 2026 in Review

Appalachian Capital Management increased its United Bancorp (UBCP) stake by 0.04% in Q2 2026, buying an estimated $237 and bringing the position to 33,387 shares worth $530K. The position accounts for 0.38% of the portfolio, ranked #29.

Appalachian Capital Management first reported a position in UBCP in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold UBCP as of Q2 2026.

  • Appalachian Capital Management held 33,387 shares of United Bancorp worth $530K as of Q2 2026.
  • Appalachian Capital Management bought 15 United Bancorp shares in Q2 2026, an estimated $237.
  • United Bancorp made up 0.38% of Appalachian Capital Management's portfolio in Q2 2026, its #29 holding.
  • Appalachian Capital Management first reported a position in United Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held United Bancorp as of Q2 2026.

Based on Appalachian Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.