Carson Wealth (CWM LLC)
UBCP icon

Carson Wealth (CWM LLC)’s United Bancorp UBCP Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$3.04K Hold
200
– – ﹤0.01% 5179
2025
Q4 		$3K Hold
200
– – ﹤0.01% 5024
2025
Q3 		$3K Hold
200
– – ﹤0.01% 4950
2025
Q2 		$3K Hold
200
– – ﹤0.01% 4819
2025
Q1 		$3K Hold
200
– – ﹤0.01% 4694
2024
Q4 		$3K Hold
200
– – ﹤0.01% 4460
2024
Q3 		$3K Hold
200
– – ﹤0.01% 4325
2024
Q2 		$3K Hold
200
– – ﹤0.01% 4131
2024
Q1 		$3K Hold
200
– – ﹤0.01% 3898
2023
Q4 		$3K Buy
+200
New +$2.21K ﹤0.01% 3745

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 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
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UBCP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its United Bancorp (UBCP) position steady in Q1 2026 at 200 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #5179.

Carson Wealth (CWM LLC) first reported a position in UBCP in Q4 2023 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold UBCP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 200 shares of United Bancorp worth $3.04K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its United Bancorp share count unchanged in Q1 2026.
  • United Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5179 holding.
  • Carson Wealth (CWM LLC) first reported a position in United Bancorp in Q4 2023 and has held it in 10 quarters since.
  • 32 funds tracked by Wall St. Rank held United Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.