Commonwealth Financial Services
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Commonwealth Financial Services’s United Bancorp UBCP Stock Holding History

Commonwealth Financial Services’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
Q3 		$1.32M Buy
89,246
+86
+0.1% +$1.34K 0.24% 72
2026
Q2 		$1.42M Buy
89,160
+1,805
+2% +$28.5K 0.19% 83
2026
Q1 		$1.33M Buy
87,355
+963
+1% +$14.2K 0.21% 65
2025
Q4 		$1.24M Buy
86,392
+1,013
+1% +$13.6K 0.2% 66
2025
Q3 		$1.19M Buy
85,379
+1,023
+1% +$14.5K 0.2% 67
2025
Q2 		$1.27M Buy
84,356
+1,894
+2% +$25K 0.24% 63
2025
Q1 		$1.11M Buy
82,462
+1,005
+1% +$13.1K 0.23% 70
2024
Q4 		$1.05M Sell
81,457
-8,752
-10% -$115K 0.21% 66
2024
Q3 		$1.18M Buy
90,209
+988
+1% +$12.1K 0.23% 62
2024
Q2 		$1.08M Sell
89,221
-8,045
-8% -$102K 0.22% 62
2024
Q1 		$1.24M Hold
97,266
– – 0.29% 52
2023
Q4 		$1.24M Buy
97,266
+1,036
+1% +$11.5K 0.29% 52
2023
Q3 		$1.11M Buy
+96,230
New +$1.13M 0.33% 60
2017
Q1 		$673K Buy
56,050
+623
+1% +$7.9K 0.73% 12
2016
Q4 		$701K Hold
55,427
– – 0.69% 17
2016
Q3 		$603K Hold
55,427
– – 0.57% 20
2016
Q2 		$542K Buy
55,427
+19,756
+55% +$190K 0.64% 19
2016
Q1 		$324K Hold
35,671
– – 0.48% 19
2015
Q4 		$342K Hold
35,671
– – 1.16% 29
2015
Q3 		$323K Hold
35,671
– – 0.38% 31
2015
Q2 		$320K Hold
35,671
– – 0.35% 35
2015
Q1 		$282K Hold
35,671
– – 0.25% 47
2014
Q4 		$288K Buy
+35,671
New +$288K 0.26% 45

Other funds holding UBCP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return
WesBanco Bank
WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Commonwealth Financial Services's UBCP Position: Q3 2026 in Review

Commonwealth Financial Services increased its United Bancorp (UBCP) stake by 0.1% in Q3 2026, buying an estimated $1.34K and bringing the position to 89,246 shares worth $1.32M. The position accounts for 0.24% of the portfolio, ranked #72.

Commonwealth Financial Services first reported a position in UBCP in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.42M in Q2 2026. 12 funds tracked by Wall St. Rank hold UBCP as of Q3 2026.

  • Commonwealth Financial Services held 89,246 shares of United Bancorp worth $1.32M as of Q3 2026.
  • Commonwealth Financial Services bought 86 United Bancorp shares in Q3 2026, an estimated $1.34K.
  • United Bancorp made up 0.24% of Commonwealth Financial Services's portfolio in Q3 2026, its #72 holding.
  • Commonwealth Financial Services first reported a position in United Bancorp in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's United Bancorp position peaked at $1.42M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held United Bancorp as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.