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
Q2 		$6.54K Buy
+400
New +$6.31K ﹤0.01% 3971
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

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

Jones Financial Companies's UBCP Position: Q2 2026 in Review

Jones Financial Companies opened a new position in United Bancorp (UBCP) in Q2 2026: 400 shares worth $6.54K. The stake represents ﹤0.01% of the portfolio and ranks #3971 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in UBCP as recently as Q4 2025.

Jones Financial Companies first reported a position in UBCP in Q2 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold UBCP as of Q2 2026.

  • Jones Financial Companies held 400 shares of United Bancorp worth $6.54K as of Q2 2026.
  • United Bancorp was a new Jones Financial Companies position in Q2 2026.
  • United Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3971 holding.
  • Jones Financial Companies first reported a position in United Bancorp in Q2 2025 and has held it in 4 quarters since.
  • 30 funds tracked by Wall St. Rank held United Bancorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.