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United Bancorp

26 hedge funds and large institutions have $8.34M invested in United Bancorp in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

1.28% less ownership

Funds ownership: 11.72%10.43% (-1.3%)

5% less capital invested

Capital invested by funds: $8.8M → $8.34M (-$463K)

7% less funds holding

Funds holding: 2826 (-2)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
13
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1
Commonwealth Financial Services
West Virginia
$1.11M +$13.1K +1,005 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.04M +$108K +8,251 +12%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$704K +$43.1K +3,295 +7%
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$594K
PRTG
5
Post Resch Tallon Group
New York
$593K +$17.3K +1,325 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$583K +$32.6K +2,493 +6%
BG
7
Bahl & Gaynor
Ohio
$578K +$1.96K +150 +0.3%
VF
8
Vawter Financial
Ohio
$500K +$9.28K +710 +2%
FFA
9
Founders Financial Alliance
North Carolina
$479K -$12.2K -933 -3%
WB
10
WesBanco Bank
West Virginia
$457K -$105K -8,000 -19%
Northern Trust
11
Northern Trust
Illinois
$337K -$2.21K -169 -0.7%
KOC
12
Koss-Olinger Consulting
Florida
$313K
BlackRock
13
BlackRock
New York
$308K -$14.4K -1,101 -5%
RA
14
Raffles Associates
New York
$238K +$30.7K +2,346 +15%
LPL Financial
15
LPL Financial
California
$186K +$182K +13,886 New
Morgan Stanley
16
Morgan Stanley
New York
$117K -$16.3K -1,250 -13%
LWCFA
17
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88.3K
UBS Group
18
UBS Group
Switzerland
$72.1K +$78 +6 +0.1%
Osaic Holdings
19
Osaic Holdings
Arizona
$22.3K -$17.3K -1,325 -44%
BCMLT
20
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.09K +$183 +14 +3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$4.25K +$105 +8 +3%
TRCT
22
Tower Research Capital (TRC)
New York
$3.42K +$2.63K +201 +372%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$3K
Bank of America
24
Bank of America
North Carolina
$1.07K +$39 +3 +4%
SS
25
SBI Securities
Japan
$174 -$758 -58 -82%

UBCP Hedge Fund Activity: Q1 2025 in Review

26 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in United Bancorp (UBCP) for Q1 2025, worth a combined $8.34M — down 5.3% from $8.8M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of UBCP and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 13 added.

The largest buyer was LPL Financial, opening a new position worth an estimated $182K. The largest seller was Wealthedge Investment Advisors, exiting entirely with an estimated $258K sold.

  • 26 institutional investors held United Bancorp (UBCP) as of Q1 2025, down from 28 in Q4 2024.
  • Funds reported $8.34M of United Bancorp stock for Q1 2025, down 5.3% quarter-over-quarter.
  • 1 fund opened new United Bancorp positions in Q1 2025 and 2 closed out, a net change of -1 holder.
  • The largest United Bancorp buyer in Q1 2025 was LPL Financial, an estimated $182K added.
  • The largest United Bancorp seller in Q1 2025 was Wealthedge Investment Advisors, an estimated $258K sold.

Based on aggregated 13F filings for Q1 2025.