Raymond James Financial
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Raymond James Financial’s United Bancorp UBCP Stock Holding History

Raymond James 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
2025
Q3 		– Sell
-4,399
Closed -$63.8K – 6666
2025
Q2 		$63.8K Buy
+4,399
New +$58.1K ﹤0.01% 5081

Other funds holding UBCP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Raymond James Financial's UBCP Position: Q3 2025 in Review

Raymond James Financial sold out of United Bancorp (UBCP) in Q3 2025, closing a stake of 4,399 shares — an estimated $63.8K sold.

Raymond James Financial first reported a position in UBCP in Q2 2025 and held it in 1 quarter. The position peaked at $63.8K in Q2 2025. 30 funds tracked by Wall St. Rank hold UBCP as of Q3 2025.

  • Raymond James Financial reported no remaining United Bancorp position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 4,399 United Bancorp shares in Q3 2025, an estimated $63.8K.
  • Raymond James Financial first reported a position in United Bancorp in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's United Bancorp position peaked at $63.8K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held United Bancorp as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.