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Tallon Kerry Patrick’s United Bancorp UBCP Stock Holding History

Tallon Kerry Patrick’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 		$584K Buy
+44,100
New +$580K 0.56% 40

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 $1.88T AUM 44.46% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 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 $21.7B AUM 30.58% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

Tallon Kerry Patrick's UBCP Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in United Bancorp (UBCP) in Q4 2024: 44,100 shares worth $584K. The stake represents 0.56% of the portfolio and ranks #40 among its holdings.

28 funds tracked by Wall St. Rank hold UBCP as of Q4 2024.

  • Tallon Kerry Patrick held 44,100 shares of United Bancorp worth $584K as of Q4 2024.
  • United Bancorp was a new Tallon Kerry Patrick position in Q4 2024.
  • United Bancorp made up 0.56% of Tallon Kerry Patrick's portfolio in Q4 2024, its #40 holding.
  • 28 funds tracked by Wall St. Rank held United Bancorp as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.