State Street
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State Street’s United Bancorp UBCP Stock Holding History

State Street’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
2024
Q4 		– Sell
-10,074
Closed -$132K – 4321
2024
Q3 		$132K Hold
10,074
– – ﹤0.01% 3923
2024
Q2 		$126K Hold
10,074
– – ﹤0.01% 3940
2024
Q1 		$146K Hold
10,074
– – ﹤0.01% 3944
2023
Q4 		$128K Hold
10,074
– – ﹤0.01% 4000
2023
Q3 		$116K Sell
10,074
-100
-1% -$1.17K ﹤0.01% 4076
2023
Q2 		$121K Hold
10,174
– – ﹤0.01% 4176
2023
Q1 		$148K Hold
10,174
– – ﹤0.01% 4174
2022
Q4 		$150K Hold
10,174
– – ﹤0.01% 4226
2022
Q3 		$163K Hold
10,174
– – ﹤0.01% 4225
2022
Q2 		$167K Buy
+10,174
New +$174K ﹤0.01% 4289

Other funds holding UBCP

CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TKP
Tallon Kerry Patrick $104M AUM
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
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

State Street's UBCP Position: Q4 2024 in Review

State Street sold out of United Bancorp (UBCP) in Q4 2024, closing a stake of 10,074 shares — an estimated $132K sold.

State Street first reported a position in UBCP in Q2 2022 and held it in 10 quarters. The position peaked at $167K in Q2 2022. 28 funds tracked by Wall St. Rank hold UBCP as of Q4 2024.

  • State Street reported no remaining United Bancorp position as of Q4 2024 after selling out during the quarter.
  • State Street sold 10,074 United Bancorp shares in Q4 2024, an estimated $132K.
  • State Street first reported a position in United Bancorp in Q2 2022 and held it in 10 quarters.
  • State Street's United Bancorp position peaked at $167K in Q2 2022.
  • 28 funds tracked by Wall St. Rank held United Bancorp as of Q4 2024.

Based on State Street's 13F filing for Q4 2024, filed 14 Feb 2025.