Loring Wolcott & Coolidge Fiduciary Advisors’s United Bancorp UBCP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$110K	Hold	6,917	–	–	﹤0.01%	375
2026 Q1	$112K	Hold	6,917	–	–	﹤0.01%	371
2025 Q4	$96.8K	Hold	6,917	–	–	﹤0.01%	381
2025 Q3	$89.2K	Hold	6,917	–	–	﹤0.01%	391
2025 Q2	$100K	Hold	6,917	–	–	﹤0.01%	342
2025 Q1	$88.3K	Hold	6,917	–	–	﹤0.01%	343
2024 Q4	$91.3K	Hold	6,917	–	–	﹤0.01%	353
2024 Q3	$90.6K	Hold	6,917	–	–	﹤0.01%	344
2024 Q2	$89.9K	Hold	6,917	–	–	﹤0.01%	342
2024 Q1	$95K	Hold	6,917	–	–	﹤0.01%	337
2023 Q4	$83.3K	Hold	6,917	–	–	﹤0.01%	366
2023 Q3	$74.1K	Hold	6,917	–	–	﹤0.01%	387
2023 Q2	$82.8K	Sell	6,917 -8,619	-55%	-$106K	﹤0.01%	385
2023 Q1	$225K	Hold	15,536	–	–	﹤0.01%	271
2022 Q4	$229K	Hold	15,536	–	–	﹤0.01%	268
2022 Q3	$250K	Hold	15,536	–	–	﹤0.01%	264
2022 Q2	$255K	Hold	15,536	–	–	﹤0.01%	261
2022 Q1	$283K	Hold	15,536	–	–	﹤0.01%	258
2021 Q4	$259K	Hold	15,536	–	–	﹤0.01%	283
2021 Q3	$222K	Hold	15,536	–	–	﹤0.01%	295
2021 Q2	$222K	Hold	15,536	–	–	﹤0.01%	302
2021 Q1	$222K	Hold	15,536	–	–	﹤0.01%	283
2020 Q4	$205K	Hold	15,536	–	–	﹤0.01%	273
2020 Q3	$195K	Hold	15,536	–	–	﹤0.01%	263
2020 Q2	$179K	Hold	15,536	–	–	﹤0.01%	258
2020 Q1	$171K	Hold	15,536	–	–	﹤0.01%	245
2019 Q4	$222K	Hold	15,536	–	–	﹤0.01%	265
2019 Q3	$173K	Hold	15,536	–	–	﹤0.01%	275
2019 Q2	$175K	Hold	15,536	–	–	﹤0.01%	275
2019 Q1	$169K	Hold	15,536	–	–	﹤0.01%	272
2018 Q4	$178K	Hold	15,536	–	–	﹤0.01%	262
2018 Q3	$204K	Hold	15,536	–	–	﹤0.01%	269
2018 Q2	$210K	Hold	15,536	–	–	﹤0.01%	271
2018 Q1	$201K	Hold	15,536	–	–	﹤0.01%	276
2017 Q4	$206K	Hold	15,536	–	–	﹤0.01%	283
2017 Q3	$186K	Hold	15,536	–	–	﹤0.01%	287
2017 Q2	$186K	Hold	15,536	–	–	﹤0.01%	279
2017 Q1	$191K	Hold	15,536	–	–	﹤0.01%	279
2016 Q4	$210K	Hold	15,536	–	–	﹤0.01%	260
2016 Q3	$169K	Hold	15,536	–	–	﹤0.01%	278
2016 Q2	$152K	Hold	15,536	–	–	﹤0.01%	285
2016 Q1	$141K	Hold	15,536	–	–	﹤0.01%	280
2015 Q4	$149K	Hold	15,536	–	–	﹤0.01%	292
2015 Q3	$139K	Hold	15,536	–	–	﹤0.01%	315
2015 Q2	$139K	Hold	15,536	–	–	﹤0.01%	315
2015 Q1	$123K	Hold	15,536	–	–	﹤0.01%	343
2014 Q4	$125K	Hold	15,536	–	–	﹤0.01%	333
2014 Q3	$125K	Hold	15,536	–	–	﹤0.01%	319
2014 Q2	$126K	Hold	15,536	–	–	﹤0.01%	329
2014 Q1	$132K	Hold	15,536	–	–	﹤0.01%	306
2013 Q4	$125K	Hold	15,536	–	–	﹤0.01%	301
2013 Q3	$104K	Hold	15,536	–	–	﹤0.01%	305
2013 Q2	$113K	Buy	+15,536	New	+$111K	﹤0.01%	312

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

Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

ACM

Appalachian Capital Management St Clairsville, Ohio $138M AUM

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's UBCP Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its United Bancorp (UBCP) position steady in Q2 2026 at 6,917 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UBCP in Q2 2013 and has held it in 53 quarters since. The position peaked at $283K in Q1 2022. 12 funds tracked by Wall St. Rank hold UBCP as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 6,917 shares of United Bancorp worth $110K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its United Bancorp share count unchanged in Q2 2026.
United Bancorp made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #375 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in United Bancorp in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's United Bancorp position peaked at $283K in Q1 2022.
12 funds tracked by Wall St. Rank held United Bancorp as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.