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
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

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
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
BlackRock
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
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

LPL Financial's UBCP Position: Q2 2026 in Review

LPL Financial increased its United Bancorp (UBCP) stake by 0.12% in Q2 2026, buying an estimated $268 and bringing the position to 14,757 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #5645.

LPL Financial first reported a position in UBCP in Q3 2022 and has held it in 9 quarters since. 12 funds tracked by Wall St. Rank hold UBCP as of Q2 2026.

  • LPL Financial held 14,757 shares of United Bancorp worth $234K as of Q2 2026.
  • LPL Financial bought 17 United Bancorp shares in Q2 2026, an estimated $268.
  • United Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5645 holding.
  • LPL Financial first reported a position in United Bancorp in Q3 2022 and has held it in 9 quarters since.
  • 12 funds tracked by Wall St. Rank held United Bancorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.