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United Bancorp
UBCP

Overview Fund Activity

28 hedge funds and large institutions have $8.94M invested in United Bancorp in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.32M
2
Raymond James Financial
2
Raymond James Financial
Florida
$63.8K
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$43.1K
4
CFS
4
Commonwealth Financial Services
West Virginia
$1.27M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$676K

Top Sellers

1
VF
1
Vawter Financial
Ohio
$0
2
FFA
2
Founders Financial Alliance
North Carolina
$486K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.9K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.3K
5
TRCT
5
Tower Research Capital (TRC)
New York
$3.44K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.32M 87,741 +10,064 +13%
CFS
2
Commonwealth Financial Services
West Virginia
$1.27M 84,356 +1,894 +2%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$787K 52,457 +34 +0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$676K 45,077 +1,628 +4%
VFPW
5
Vantage Financial Partners (Wisconsin)
Wisconsin
$664K 44,270 – –
PRTG
6
Post Resch Tallon Group
New York
$659K 45,425 – –
BG
7
Bahl & Gaynor
Ohio
$624K 43,050 – –
WB
8
WesBanco Bank
West Virginia
$494K 34,055 – –
FFA
9
Founders Financial Alliance
North Carolina
$486K 33,492 -2,217 -6%
Northern Trust
10
Northern Trust
Illinois
$365K 25,190 +45 +0.2%
BlackRock
11
BlackRock
New York
$344K 23,725 +750 +3%
KOC
12
Koss-Olinger Consulting
Florida
$338K 23,338 – –
RA
13
Raffles Associates
New York
$257K 17,699 – –
LPL Financial
14
LPL Financial
California
$220K 15,174 +1,288 +9%
Morgan Stanley
15
Morgan Stanley
New York
$127K 8,731 – –
LWCFA
16
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$100K 6,917 – –
UBS Group
17
UBS Group
Switzerland
$78K 5,378 +4 +0.1%
Raymond James Financial
18
Raymond James Financial
Florida
$63.8K 4,399 +4,399 New
Russell Investments Group
19
Russell Investments Group
United Kingdom
$43.1K 2,972 +2,972 New
Osaic Holdings
20
Osaic Holdings
Arizona
$7.9K 608 -1,056 -63%
BCMLT
21
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.76K 535 +7 +1%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$4.35K 300 +300 New
TRCT
23
Tower Research Capital (TRC)
New York
$3.44K 237 -18 -7%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.3K 220 -97 -31%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$3K 200 – –
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