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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 $744M AUM 23.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $21.7B AUM 30.58% 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
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s UBCP Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its United Bancorp (UBCP) position steady in Q4 2025 at 44,270 shares worth $635K. The position accounts for 0.13% of the portfolio, ranked #99.

Vantage Financial Partners (Wisconsin) first reported a position in UBCP in Q1 2023 and has held it in 12 quarters since. The position peaked at $664K in Q2 2025. 31 funds tracked by Wall St. Rank hold UBCP as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 44,270 shares of United Bancorp worth $635K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) left its United Bancorp share count unchanged in Q4 2025.
  • United Bancorp made up 0.13% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #99 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in United Bancorp in Q1 2023 and has held it in 12 quarters since.
  • Vantage Financial Partners (Wisconsin)'s United Bancorp position peaked at $664K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held United Bancorp as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.