VFPW
UBCP icon

Vantage Financial Partners (Wisconsin)’s United Bancorp UBCP Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$635K Hold
44,270
– – 0.13% 99
2025
Q3 		$618K Hold
44,270
– – 0.13% 100
2025
Q2 		$664K Hold
44,270
– – 0.15% 96
2025
Q1 		$594K Hold
44,270
– – 0.15% 91
2024
Q4 		$570K Hold
44,270
– – 0.14% 93
2024
Q3 		$581K Hold
44,270
– – 0.14% 96
2024
Q2 		$556K Hold
44,270
– – 0.14% 79
2024
Q1 		$641K Hold
44,270
– – 0.17% 66
2023
Q4 		$564K Buy
44,270
+9,258
+26% +$102K 0.17% 63
2023
Q3 		$404K Buy
35,012
+742
+2% +$8.7K 0.16% 47
2023
Q2 		$409K Hold
34,270
– – 0.15% 48
2023
Q1 		$497K Buy
+34,270
New +$498K 0.2% 44

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 $632M AUM 16.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $238M AUM 16.9% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
ACM
Appalachian Capital Management St Clairsville, Ohio $125M AUM
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return