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Founders Financial Alliance’s United Bancorp UBCP Stock Holding History

Founders Financial Alliance’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 		$460K Buy
28,984
+1
+0% +$16 0.06% 250
2026
Q1 		$441K Sell
28,983
-6,227
-18% -$91.8K 0.08% 230
2025
Q4 		$505K Sell
35,210
-2,066
-6% -$27.7K 0.1% 195
2025
Q3 		$521K Buy
37,276
+3,784
+11% +$53.7K 0.1% 191
2025
Q2 		$486K Sell
33,492
-2,217
-6% -$29.3K 0.11% 179
2025
Q1 		$479K Sell
35,709
-933
-3% -$12.2K 0.12% 183
2024
Q4 		$476K Buy
36,642
+3,633
+11% +$47.8K 0.13% 150
2024
Q3 		$433K Sell
33,009
-4,509
-12% -$55.3K 0.12% 162
2024
Q2 		$471K Buy
37,518
+24
+0.1% +$304 0.14% 143
2024
Q1 		$543K Buy
37,494
+5,441
+17% +$67.1K 0.16% 126
2023
Q4 		$412K Buy
32,053
+6,622
+26% +$73.3K 0.16% 137
2023
Q3 		$294K Buy
25,431
+23
+0.1% +$270 0.13% 172
2023
Q2 		$304K Buy
25,408
+4,020
+19% +$49.6K 0.12% 185
2023
Q1 		$310K Buy
21,388
+2,902
+16% +$42.2K 0.15% 145
2022
Q4 		$272K Buy
18,486
+762
+4% +$11.5K 0.12% 176
2022
Q3 		$285K Buy
17,724
+6,011
+51% +$94.1K 0.15% 155
2022
Q2 		$192K Buy
11,713
+211
+2% +$3.6K 0.1% 210
2022
Q1 		$209K Buy
11,502
+120
+1% +$2.07K 0.09% 205
2021
Q4 		$190K Buy
11,382
+11
+0.1% +$170 0.08% 248
2021
Q3 		$163K Buy
11,371
+11
+0.1% +$157 0.08% 241
2021
Q2 		$161K Buy
11,360
+10
+0.1% +$150 0.07% 256
2021
Q1 		$168K Buy
11,350
+18
+0.2% +$249 0.08% 236
2020
Q4 		$150K Buy
11,332
+2,012
+22% +$25.3K 0.08% 218
2020
Q3 		$116K Buy
+9,320
New +$107K 0.07% 234

Other funds holding UBCP

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
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
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

Founders Financial Alliance's UBCP Position: Q2 2026 in Review

Founders Financial Alliance increased its United Bancorp (UBCP) stake by 0% in Q2 2026, buying an estimated $16 and bringing the position to 28,984 shares worth $460K. The position accounts for 0.06% of the portfolio, ranked #250.

Founders Financial Alliance first reported a position in UBCP in Q3 2020 and has held it in 24 quarters since. The position peaked at $543K in Q1 2024. 12 funds tracked by Wall St. Rank hold UBCP as of Q2 2026.

  • Founders Financial Alliance held 28,984 shares of United Bancorp worth $460K as of Q2 2026.
  • Founders Financial Alliance bought 1 United Bancorp share in Q2 2026, an estimated $16.
  • United Bancorp made up 0.06% of Founders Financial Alliance's portfolio in Q2 2026, its #250 holding.
  • Founders Financial Alliance first reported a position in United Bancorp in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's United Bancorp position peaked at $543K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held United Bancorp as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.