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Virginia Estate & Retirement Planning Advisors’s United Bancorp UBCP Stock Holding History

Virginia Estate & Retirement Planning Advisors’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
Q2 		– Sell
-56
Closed -$2.32K – 199
2026
Q1 		$2.32K Buy
+56
New +$825 ﹤0.01% 142

Other funds holding UBCP

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
ACM
Appalachian Capital Management St Clairsville, Ohio $138M AUM
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's UBCP Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors sold out of United Bancorp (UBCP) in Q2 2026, closing a stake of 56 shares — an estimated $2.32K sold.

Virginia Estate & Retirement Planning Advisors first reported a position in UBCP in Q1 2026 and held it in 1 quarter. The position peaked at $2.32K in Q1 2026. 31 funds tracked by Wall St. Rank hold UBCP as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors reported no remaining United Bancorp position as of Q2 2026 after selling out during the quarter.
  • Virginia Estate & Retirement Planning Advisors sold 56 United Bancorp shares in Q2 2026, an estimated $2.32K.
  • Virginia Estate & Retirement Planning Advisors first reported a position in United Bancorp in Q1 2026 and held it in 1 quarter.
  • Virginia Estate & Retirement Planning Advisors's United Bancorp position peaked at $2.32K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held United Bancorp as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.