LPL Financial
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LPL Financial’s United Bancorp UBCP Stock Holding History

LPL Financial’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
Q3 		$248K Buy
16,774
+2,017
+14% +$31.4K ﹤0.01% 5675
2026
Q2 		$234K Buy
14,757
+17
+0.1% +$268 ﹤0.01% 5645
2026
Q1 		$224K Buy
14,740
+31
+0.2% +$457 ﹤0.01% 5410
2025
Q4 		$211K Buy
14,709
+18
+0.1% +$241 ﹤0.01% 5408
2025
Q3 		$205K Sell
14,691
-483
-3% -$6.86K ﹤0.01% 5336
2025
Q2 		$220K Buy
15,174
+1,288
+9% +$17K ﹤0.01% 5018
2025
Q1 		$186K Buy
+13,886
New +$182K ﹤0.01% 4892
2024
Q1 		– Sell
-10,481
Closed -$135K – 5028
2023
Q4 		$135K Buy
+10,481
New +$116K ﹤0.01% 4493
2023
Q1 		– Sell
-10,224
Closed -$151K – 4590
2022
Q4 		$151K Buy
10,224
+16
+0.2% +$242 ﹤0.01% 4066
2022
Q3 		$164K Buy
+10,208
New +$160K ﹤0.01% 4006

Other funds holding UBCP

Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $139M AUM 11.61% 1-Year Est. Return
WesBanco Bank
WesBanco Bank Wheeling, West Virginia $3.05B AUM 24.98% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

LPL Financial's UBCP Position: Q3 2026 in Review

LPL Financial increased its United Bancorp (UBCP) stake by 14% in Q3 2026, buying an estimated $31.4K and bringing the position to 16,774 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #5675.

LPL Financial first reported a position in UBCP in Q3 2022 and has held it in 10 quarters since. 12 funds tracked by Wall St. Rank hold UBCP as of Q3 2026.

  • LPL Financial held 16,774 shares of United Bancorp worth $248K as of Q3 2026.
  • LPL Financial bought 2,017 United Bancorp shares in Q3 2026, an estimated $31.4K.
  • United Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5675 holding.
  • LPL Financial first reported a position in United Bancorp in Q3 2022 and has held it in 10 quarters since.
  • 12 funds tracked by Wall St. Rank held United Bancorp as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.