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Institute for Wealth Management’s United Bancorp UBCP Stock Holding History

Institute for Wealth 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 		$135K Buy
+8,471
New +$134K 0.01% 619

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
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
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

Institute for Wealth Management's UBCP Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in United Bancorp (UBCP) in Q2 2026: 8,471 shares worth $135K. The stake represents 0.01% of the portfolio and ranks #619 among its holdings.

12 funds tracked by Wall St. Rank hold UBCP as of Q2 2026.

  • Institute for Wealth Management held 8,471 shares of United Bancorp worth $135K as of Q2 2026.
  • United Bancorp was a new Institute for Wealth Management position in Q2 2026.
  • United Bancorp made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #619 holding.
  • 12 funds tracked by Wall St. Rank held United Bancorp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.