United Bancorp Inc (UBCP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Financial Services, LLC

INCREASED

Shares89,246 from 89,160

Change+86 (+0%)

Value$1.3M (-$95.9K)

Filed 2026-10-20

Geode Capital Management, LLC

DECREASED

Shares53,974 from 54,762

Change-788 (-1%)

Value$798.5K (-$71.4K)

Filed 2026-11-06

Post Resch Tallon Group Inc.

DECREASED

Shares53,675 from 55,675

Change-2,000 (-4%)

Value$793.8K (-$90.3K)

Filed 2026-10-09

Dimensional Fund Advisors LP

INCREASED

Shares45,803 from 45,509

Change+294 (+1%)

Value$677.4K (-$45.3K)

Filed 2026-11-04

Bahl & Gaynor LLC

UNCHANGED

Shares40,050 from 40,050

Change0 (0%)

Value$592.3K (-$43.7K)

Filed 2026-11-05

Appalachian Capital Management Ltd

INCREASED

Shares33,402 from 33,387

Change+15 (+0%)

Value$494.0K (-$36.2K)

Filed 2026-10-14

Wesbanco Bank Inc

DECREASED

Shares25,877 from 31,360

Change-5,483 (-17%)

Value$382.7K (-$115.3K)

Filed 2026-11-04

LPL Financial LLC

INCREASED

Shares16,774 from 14,757

Change+2,017 (+14%)

Value$248.1K (+$13.7K)

Filed 2026-11-06

Loring Wolcott & Coolidge Fiduciary Advisors LLP

UNCHANGED

Shares6,917 from 6,917

Change0 (0%)

Value$102.3K (-$7.5K)

Filed 2026-10-23

Russell Investments Group, Ltd.

DECREASED

Shares1,939 from 2,199

Change-260 (-12%)

Value$28.7K (-$6.2K)

Filed 2026-11-06

SBI Securities Co., Ltd.

INCREASED

Shares328 from 199

Change+129 (+65%)

Value$4.9K (+$1.7K)

Filed 2026-10-22

Barclays PLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$208 (-$14)

Filed 2026-11-06

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 8,471

Change-8,471 (-100%)

Value$0 (-$134.5K)

Filed 2026-11-06

Vanguard Capital Management LLC

N/A

Shares— from 112,925

Change-112,925 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 48,775

Change-48,775 (-100%)

Value—

Vawter Financial, Ltd.

N/A

Shares— from 36,392

Change-36,392 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 29,194

Change-29,194 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 28,984

Change-28,984 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 28,971

Change-28,971 (-100%)

Value—

Koss-Olinger Consulting, LLC

N/A

Shares— from 23,623

Change-23,623 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 18,063

Change-18,063 (-100%)

Value—

Raffles Associates LP

N/A

Shares— from 17,699

Change-17,699 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 10,451

Change-10,451 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 9,031

Change-9,031 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,175

Change-3,175 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,881

Change-1,881 (-100%)

Value—

UBS Group AG

N/A

Shares— from 430

Change-430 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 400

Change-400 (-100%)

Value—

FMR LLC

N/A

Shares— from 220

Change-220 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
Commonwealth Financial Services, LLC	INCREASED	89,246	89,160	+86	+0%	$1.4M	$1.3M	-$95.9K	2026-10-20
Geode Capital Management, LLC	DECREASED	53,974	54,762	-788	-1%	$869.9K	$798.5K	-$71.4K	2026-11-06
Post Resch Tallon Group Inc.	DECREASED	53,675	55,675	-2,000	-4%	$884.1K	$793.8K	-$90.3K	2026-10-09
Dimensional Fund Advisors LP	INCREASED	45,803	45,509	+294	+1%	$722.7K	$677.4K	-$45.3K	2026-11-04
Bahl & Gaynor LLC	UNCHANGED	40,050	40,050	0	0%	$636.0K	$592.3K	-$43.7K	2026-11-05
Appalachian Capital Management Ltd	INCREASED	33,402	33,387	+15	+0%	$530.2K	$494.0K	-$36.2K	2026-10-14
Wesbanco Bank Inc	DECREASED	25,877	31,360	-5,483	-17%	$498.0K	$382.7K	-$115.3K	2026-11-04
LPL Financial LLC	INCREASED	16,774	14,757	+2,017	+14%	$234.3K	$248.1K	+$13.7K	2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP	UNCHANGED	6,917	6,917	0	0%	$109.8K	$102.3K	-$7.5K	2026-10-23
Russell Investments Group, Ltd.	DECREASED	1,939	2,199	-260	-12%	$34.9K	$28.7K	-$6.2K	2026-11-06
SBI Securities Co., Ltd.	INCREASED	328	199	+129	+65%	$3.2K	$4.9K	+$1.7K	2026-10-22
Barclays PLC	UNCHANGED	14	14	0	0%	$222	$208	-$14	2026-11-06
Institute for Wealth Management, Llc.	CLOSED	0	8,471	-8,471	-100%	$134.5K	$0	-$134.5K	2026-11-06
Vanguard Capital Management LLC	N/A	—	112,925	-112,925	-100%	$1.8M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	48,775	-48,775	-100%	$774.6K	—	—	—
Vawter Financial, Ltd.	N/A	—	36,392	-36,392	-100%	$577.9K	—	—	—
BlackRock, Inc.	N/A	—	29,194	-29,194	-100%	$463.6K	—	—	—
Founders Financial Alliance, LLC	N/A	—	28,984	-28,984	-100%	$460.3K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	28,971	-28,971	-100%	$460.1K	—	—	—
Koss-Olinger Consulting, LLC	N/A	—	23,623	-23,623	-100%	$375.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	18,063	-18,063	-100%	$286.8K	—	—	—
Raffles Associates LP	N/A	—	17,699	-17,699	-100%	$281.1K	—	—	—
Northern Trust Corp	N/A	—	10,451	-10,451	-100%	$166.0K	—	—	—
Morgan Stanley	N/A	—	9,031	-9,031	-100%	$143.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,175	-3,175	-100%	$50.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,881	-1,881	-100%	$29.9K	—	—	—
UBS Group AG	N/A	—	430	-430	-100%	$6.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	400	-400	-100%	$6.5K	—	—	—
FMR LLC	N/A	—	220	-220	-100%	$3.5K	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$5	—	—	—

Showing 30 of 30 institutions