Geode Capital Management’s United Bancorp UBCP Stock Holding History

Geode Capital Management’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	$870K	Buy	54,762 +5,093	+10%	+$80.3K	﹤0.01%	3408
2026 Q1	$756K	Sell	49,669 -4,620	-9%	-$68.1K	﹤0.01%	3446
2025 Q4	$779K	Buy	54,289 +1,073	+2%	+$14.4K	﹤0.01%	3449
2025 Q3	$744K	Buy	53,216 +759	+1%	+$10.8K	﹤0.01%	3486
2025 Q2	$787K	Buy	52,457 +34	+0.1%	+$449	﹤0.01%	3407
2025 Q1	$704K	Buy	52,423 +3,295	+7%	+$43.1K	﹤0.01%	3426
2024 Q4	$633K	Hold	49,128	–	–	﹤0.01%	3536
2024 Q3	$645K	Sell	49,128 -2,019	-4%	-$24.8K	﹤0.01%	3511
2024 Q2	$642K	Buy	51,147 +1,536	+3%	+$19.5K	﹤0.01%	3479
2024 Q1	$718K	Hold	49,611	–	–	﹤0.01%	3484
2023 Q4	$632K	Hold	49,611	–	–	﹤0.01%	3527
2023 Q3	$573K	Sell	49,611 -855	-2%	-$10K	﹤0.01%	3547
2023 Q2	$603K	Hold	50,466	–	–	﹤0.01%	3569
2023 Q1	$732K	Hold	50,466	–	–	﹤0.01%	3495
2022 Q4	$745K	Sell	50,466 -133	-0.3%	-$2.02K	﹤0.01%	3497
2022 Q3	$813K	Buy	50,599 +292	+0.6%	+$4.57K	﹤0.01%	3497
2022 Q2	$824K	Buy	50,307 +613	+1%	+$10.5K	﹤0.01%	3513
2022 Q1	$895K	Hold	49,694	–	–	﹤0.01%	3670
2021 Q4	$827K	Sell	49,694 -505	-1%	-$7.78K	﹤0.01%	3797
2021 Q3	$720K	Buy	50,199 +8,038	+19%	+$115K	﹤0.01%	3853
2021 Q2	$618K	Hold	42,161	–	–	﹤0.01%	3837
2021 Q1	$603K	Buy	42,161 +496	+1%	+$6.85K	﹤0.01%	3739
2020 Q4	$549K	Hold	41,665	–	–	﹤0.01%	3562
2020 Q3	$523K	Hold	41,665	–	–	﹤0.01%	3413
2020 Q2	$479K	Hold	41,665	–	–	﹤0.01%	3395
2020 Q1	$459K	Hold	41,665	–	–	﹤0.01%	3300
2019 Q4	$595K	Hold	41,665	–	–	﹤0.01%	3449
2019 Q3	$464K	Hold	41,665	–	–	﹤0.01%	3492
2019 Q2	$469K	Hold	41,665	–	–	﹤0.01%	3489
2019 Q1	$452K	Hold	41,665	–	–	﹤0.01%	3472
2018 Q4	$464K	Hold	41,665	–	–	﹤0.01%	3399
2018 Q3	$547K	Hold	41,665	–	–	﹤0.01%	3430
2018 Q2	$562K	Hold	41,665	–	–	﹤0.01%	3395
2018 Q1	$524K	Hold	41,665	–	–	﹤0.01%	3381
2017 Q4	$552K	Hold	41,665	–	–	﹤0.01%	3320
2017 Q3	$491K	Hold	41,665	–	–	﹤0.01%	3363
2017 Q2	$510K	Hold	41,665	–	–	﹤0.01%	3345
2017 Q1	$499K	Hold	41,665	–	–	﹤0.01%	3310
2016 Q4	$562K	Hold	41,665	–	–	﹤0.01%	3227
2016 Q3	$452K	Hold	41,665	–	–	﹤0.01%	3289
2016 Q2	$407K	Hold	41,665	–	–	﹤0.01%	3307
2016 Q1	$377	Hold	41,665	–	–	﹤0.01%	3373
2015 Q4	$399K	Hold	41,665	–	–	﹤0.01%	3382
2015 Q3	$383K	Buy	+41,665	New	+$354K	﹤0.01%	3346

Other funds holding UBCP

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21.7B AUM 30.58% 1-Year Est. Return

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $138M AUM

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management's UBCP Position: Q2 2026 in Review

Geode Capital Management increased its United Bancorp (UBCP) stake by 10% in Q2 2026, buying an estimated $80.3K and bringing the position to 54,762 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #3408.

Geode Capital Management first reported a position in UBCP in Q3 2015 and has held it in 44 quarters since. The position peaked at $895K in Q1 2022. 31 funds tracked by Wall St. Rank hold UBCP as of Q2 2026.

Geode Capital Management held 54,762 shares of United Bancorp worth $870K as of Q2 2026.
Geode Capital Management bought 5,093 United Bancorp shares in Q2 2026, an estimated $80.3K.
United Bancorp made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3408 holding.
Geode Capital Management first reported a position in United Bancorp in Q3 2015 and has held it in 44 quarters since.
Geode Capital Management's United Bancorp position peaked at $895K in Q1 2022.
31 funds tracked by Wall St. Rank held United Bancorp as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.