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Koss-Olinger Consulting’s United Bancorp UBCP Stock Holding History

Koss-Olinger Consulting’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 		$375K Buy
23,623
+285
+1% +$4.49K 0.03% 110
2026
Q1 		$355K Hold
23,338
– – 0.03% 181
2025
Q4 		$335K Hold
23,338
– – 0.03% 209
2025
Q3 		$338K Hold
23,338
– – 0.03% 251
2025
Q2 		$338K Hold
23,338
– – 0.03% 252
2025
Q1 		$313K Hold
23,338
– – 0.03% 253
2024
Q4 		$303K Hold
23,338
– – 0.03% 156
2024
Q3 		$306K Hold
23,338
– – 0.03% 222
2024
Q2 		$293K Buy
+23,338
New +$296K 0.03% 214
2024
Q1 		– Sell
-23,338
Closed -$300K – 295
2023
Q4 		$300K Hold
23,338
– – 0.03% 238
2023
Q3 		$270K Hold
23,338
– – 0.04% 206
2023
Q2 		$279K Buy
23,338
+312
+1% +$3.85K 0.03% 195
2023
Q1 		$334K Buy
23,026
+256
+1% +$3.72K 0.04% 165
2022
Q4 		$335K Buy
22,770
+229
+1% +$3.47K 0.05% 152
2022
Q3 		$362K Buy
22,541
+207
+0.9% +$3.24K 0.06% 123
2022
Q2 		$366K Buy
22,334
+210
+0.9% +$3.58K 0.07% 110
2022
Q1 		$403K Buy
22,124
+197
+0.9% +$3.4K 0.06% 122
2021
Q4 		$365K Buy
21,927
+204
+0.9% +$3.14K 0.06% 140
2021
Q3 		$311K Buy
21,723
+207
+1% +$2.96K 0.05% 167
2021
Q2 		$307K Buy
21,516
+203
+1% +$3.04K 0.05% 183
2021
Q1 		$305K Buy
+21,313
New +$295K 0.05% 169

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

Koss-Olinger Consulting's UBCP Position: Q2 2026 in Review

Koss-Olinger Consulting increased its United Bancorp (UBCP) stake by 1.2% in Q2 2026, buying an estimated $4.49K and bringing the position to 23,623 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #110.

Koss-Olinger Consulting first reported a position in UBCP in Q1 2021 and has held it in 21 quarters since. The position peaked at $403K in Q1 2022. 29 funds tracked by Wall St. Rank hold UBCP as of Q2 2026.

  • Koss-Olinger Consulting held 23,623 shares of United Bancorp worth $375K as of Q2 2026.
  • Koss-Olinger Consulting bought 285 United Bancorp shares in Q2 2026, an estimated $4.49K.
  • United Bancorp made up 0.03% of Koss-Olinger Consulting's portfolio in Q2 2026, its #110 holding.
  • Koss-Olinger Consulting first reported a position in United Bancorp in Q1 2021 and has held it in 21 quarters since.
  • Koss-Olinger Consulting's United Bancorp position peaked at $403K in Q1 2022.
  • 29 funds tracked by Wall St. Rank held United Bancorp as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.