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Garton & Associates Financial Advisors’s United Bancorp UBCP Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-650
Closed -$9.33K – 655
2025
Q4 		$9.33K Buy
+650
New +$8.71K 0.01% 850

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 $145M AUM 25.19% 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

Garton & Associates Financial Advisors's UBCP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of United Bancorp (UBCP) in Q1 2026, closing a stake of 650 shares — an estimated $9.33K sold.

Garton & Associates Financial Advisors first reported a position in UBCP in Q4 2025 and held it in 1 quarter. The position peaked at $9.33K in Q4 2025. 32 funds tracked by Wall St. Rank hold UBCP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining United Bancorp position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 650 United Bancorp shares in Q1 2026, an estimated $9.33K.
  • Garton & Associates Financial Advisors first reported a position in United Bancorp in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's United Bancorp position peaked at $9.33K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held United Bancorp as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.