Jones Financial Companies
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Jones Financial Companies’s United Bancorp UBCP Stock Holding History

Jones Financial Companies’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
-300
Closed -$4.3K – 4924
2025
Q4 		$4.3K Hold
300
– – ﹤0.01% 3560
2025
Q3 		$4.16K Hold
300
– – ﹤0.01% 3424
2025
Q2 		$4.35K Buy
+300
New +$3.96K ﹤0.01% 3182

Other funds holding UBCP

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $19.8B AUM 19.53% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $238M AUM 16.9% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $125M AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

Jones Financial Companies's UBCP Position: Q1 2026 in Review

Jones Financial Companies sold out of United Bancorp (UBCP) in Q1 2026, closing a stake of 300 shares — an estimated $4.3K sold.

Jones Financial Companies first reported a position in UBCP in Q2 2025 and held it in 3 quarters. The position peaked at $4.35K in Q2 2025. 32 funds tracked by Wall St. Rank hold UBCP as of Q1 2026.

  • Jones Financial Companies reported no remaining United Bancorp position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 300 United Bancorp shares in Q1 2026, an estimated $4.3K.
  • Jones Financial Companies first reported a position in United Bancorp in Q2 2025 and held it in 3 quarters.
  • Jones Financial Companies's United Bancorp position peaked at $4.35K in Q2 2025.
  • 32 funds tracked by Wall St. Rank held United Bancorp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.