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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
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

PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 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
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
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Commonwealth Financial Services's UBCP Position: Q2 2026 in Review

Commonwealth Financial Services increased its United Bancorp (UBCP) stake by 2.1% in Q2 2026, buying an estimated $28.5K and bringing the position to 89,160 shares worth $1.42M. The position accounts for 0.19% of the portfolio, ranked #83.

Commonwealth Financial Services first reported a position in UBCP in Q4 2014 and has held it in 22 quarters since. 12 funds tracked by Wall St. Rank hold UBCP as of Q2 2026.

  • Commonwealth Financial Services held 89,160 shares of United Bancorp worth $1.42M as of Q2 2026.
  • Commonwealth Financial Services bought 1,805 United Bancorp shares in Q2 2026, an estimated $28.5K.
  • United Bancorp made up 0.19% of Commonwealth Financial Services's portfolio in Q2 2026, its #83 holding.
  • Commonwealth Financial Services first reported a position in United Bancorp in Q4 2014 and has held it in 22 quarters since.
  • 12 funds tracked by Wall St. Rank held United Bancorp as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.