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Wealthedge Investment Advisors’s United Bancorp UBCP Stock Holding History

Wealthedge Investment 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
2025
Q1 		– Sell
-20,021
Closed -$258K – 212
2024
Q4 		$258K Buy
+20,021
New +$263K 0.12% 134

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 $1.61T AUM 30.72% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Wealthedge Investment Advisors's UBCP Position: Q1 2025 in Review

Wealthedge Investment Advisors sold out of United Bancorp (UBCP) in Q1 2025, closing a stake of 20,021 shares — an estimated $258K sold.

Wealthedge Investment Advisors first reported a position in UBCP in Q4 2024 and held it in 1 quarter. The position peaked at $258K in Q4 2024. 26 funds tracked by Wall St. Rank hold UBCP as of Q1 2025.

  • Wealthedge Investment Advisors reported no remaining United Bancorp position as of Q1 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 20,021 United Bancorp shares in Q1 2025, an estimated $258K.
  • Wealthedge Investment Advisors first reported a position in United Bancorp in Q4 2024 and held it in 1 quarter.
  • Wealthedge Investment Advisors's United Bancorp position peaked at $258K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held United Bancorp as of Q1 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.