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Beacon Capital Management LLC (Tennessee)’s United Bancorp UBCP Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-535
Closed -$7.76K – 943
2025
Q2 		$7.76K Buy
535
+7
+1% +$93 ﹤0.01% 678
2025
Q1 		$7.09K Buy
528
+14
+3% +$183 ﹤0.01% 692
2024
Q4 		$6.68K Buy
514
+7
+1% +$92 ﹤0.01% 672
2024
Q3 		$6.66K Buy
507
+7
+1% +$86 ﹤0.01% 747
2024
Q2 		$6.28K Hold
500
– – ﹤0.01% 660
2024
Q1 		$7.24K Hold
500
– – ﹤0.01% 635
2023
Q4 		$5.78K Hold
500
– – ﹤0.01% 626
2023
Q3 		$5.99K Hold
500
– – ﹤0.01% 662
2023
Q2 		$5.99K Hold
500
– – ﹤0.01% 662
2023
Q1 		$7.25K Hold
500
– – ﹤0.01% 563
2022
Q4 		$7.36K Hold
500
– – ﹤0.01% 570
2022
Q3 		$8K Hold
500
– – ﹤0.01% 523
2022
Q2 		$9K Hold
500
– – ﹤0.01% 551
2022
Q1 		$9K Buy
+500
New +$8.62K ﹤0.01% 551

Other funds holding UBCP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s UBCP Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of United Bancorp (UBCP) in Q3 2025, closing a stake of 535 shares — an estimated $7.76K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in UBCP in Q1 2022 and held it in 14 quarters. The position peaked at $9K in Q2 2022. 30 funds tracked by Wall St. Rank hold UBCP as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining United Bancorp position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 535 United Bancorp shares in Q3 2025, an estimated $7.76K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in United Bancorp in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s United Bancorp position peaked at $9K in Q2 2022.
  • 30 funds tracked by Wall St. Rank held United Bancorp as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.