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Integrated Wealth Concepts’s United Bancorp UBCP Stock Holding History

Integrated Wealth Concepts’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 		$1.46K Buy
+92
New +$1.45K ﹤0.01% 5445

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
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Integrated Wealth Concepts's UBCP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in United Bancorp (UBCP) in Q2 2026: 92 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #5445 among its holdings.

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

  • Integrated Wealth Concepts held 92 shares of United Bancorp worth $1.46K as of Q2 2026.
  • United Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • United Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5445 holding.
  • 30 funds tracked by Wall St. Rank held United Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.