Security National Trust’s United Bancorp UBCP Stock Holding History

Security National Trust’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
2021 Q3	$11K	Hold	789	–	–	﹤0.01%	347
2021 Q2	$11K	Hold	789	–	–	﹤0.01%	356
2021 Q1	$11K	Hold	789	–	–	﹤0.01%	352
2020 Q4	$10K	Hold	789	–	–	﹤0.01%	358
2020 Q3	$10K	Hold	789	–	–	﹤0.01%	350
2020 Q2	$9K	Hold	789	–	–	﹤0.01%	357
2020 Q1	$9K	Hold	789	–	–	﹤0.01%	369
2019 Q4	$11K	Hold	789	–	–	﹤0.01%	366
2019 Q3	$9K	Hold	789	–	–	﹤0.01%	328
2019 Q2	$9K	Hold	789	–	–	﹤0.01%	333
2019 Q1	$9K	Hold	789	–	–	﹤0.01%	339
2018 Q4	$9K	Buy	+789	New	+$9.87K	﹤0.01%	326
2013 Q4	–	Sell	-5,240	Closed	-$35K	–	546
2013 Q3	$35K	Hold	5,240	–	–	0.02%	290
2013 Q2	$38K	Buy	+5,240	New	+$37.3K	0.02%	278

Other funds holding UBCP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Security National Trust's UBCP Position: Q3 2021 in Review

Security National Trust held its United Bancorp (UBCP) position steady in Q3 2021 at 789 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Security National Trust first reported a position in UBCP in Q2 2013 and has held it in 14 quarters since. The position peaked at $38K in Q2 2013. 22 funds tracked by Wall St. Rank hold UBCP as of Q3 2021.

Security National Trust held 789 shares of United Bancorp worth $11K as of Q3 2021.
Security National Trust left its United Bancorp share count unchanged in Q3 2021.
United Bancorp made up ﹤0.01% of Security National Trust's portfolio in Q3 2021, its #347 holding.
Security National Trust first reported a position in United Bancorp in Q2 2013 and has held it in 14 quarters since.
Security National Trust's United Bancorp position peaked at $38K in Q2 2013.
22 funds tracked by Wall St. Rank held United Bancorp as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.