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Vawter Financial’s United Bancorp UBCP Stock Holding History

Vawter Financial’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
2026
Q1 		$553K Buy
36,329
+671
+2% +$9.89K 0.23% 57
2025
Q4 		$512K Sell
35,658
-1,771
-5% -$23.7K 0.22% 61
2025
Q3 		$523K Buy
+37,429
New +$531K 0.24% 61
2025
Q2 		– Sell
-37,226
Closed -$500K – 96
2025
Q1 		$500K Buy
37,226
+710
+2% +$9.28K 0.28% 54
2024
Q4 		$470K Hold
36,516
– – 0.28% 55
2024
Q3 		$479K Buy
36,516
+108
+0.3% +$1.32K 0.29% 54
2024
Q2 		$457K Buy
+36,408
New +$462K 0.31% 53

Other funds holding UBCP

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
ACM
Appalachian Capital Management St Clairsville, Ohio $125M AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return