United Bancorp Inc: which funds bought and sold

Institutions that bought and sold United Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 21 institutions that filed 13F reports for both quarters added to or opened positions in United Bancorp, and 9 cut or closed them. Together they added a net 98K shares, +14.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 11K shares (−98.0%); index fund managers were net buyers of 16K shares (+7.4%). 5 opened a new position and 6 sold out entirely.

Bought, Q2 2026 21 institutions, 5 of them new holders Sold, Q2 2026 9 institutions, 6 of them sold out

Net change, all compared +98K shares (+14.5%)

Net change, active managers −11K shares (−98.0%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 36

21 bought 6 9 sold

Active managers and hedge funds 0 bought · 1 sold · −11K

Index fund managers 3 bought · 2 sold · +16K

Other institutions 18 bought · 6 sold · +92K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Stratos Wealth Partners, Ltd.	+49K New position	49K	$774,552
Vanguard Capital Management LLC Index funds	+22K +24.2%	113K	$1.8M
Raffles Associates LP	+18K +100.0%	35K	$562,120
Post Resch Tallon Group Inc.	+13K +29.0%	56K	$884,114
Institute For Wealth Management, Llc.	+8,471 New position	8,471	$134,520
Geode Capital Management, LLC Index funds	+5,093 +10.3%	55K	$869,886
Blackrock, Inc. Index funds	+4,690 +19.1%	29K	$463,600
Commonwealth Financial Services, LLC	+1,805 +2.1%	89K	$1.4M
Susquehanna International Group, LLP	+1,695 +10.4%	18K	$286,840
Osaic Holdings, Inc.	+595 +23.1%	3,175	$50,426
Jones Financial Companies LLLP	+400 New position	400	$6,540
Dimensional Fund Advisors LP	+353 +0.8%	46K	$722,683
Koss-Olinger Consulting, LLC	+285 +1.2%	24K	$375,135
Sbi Securities Co., Ltd.	+188 +1709.1%	199	$3,160
Integrated Wealth Concepts LLC	+92 New position	92	$1,460
Vawter Financial, Ltd.	+63 +0.2%	36K	$577,905
LPL Financial LLC	+17 +0.1%	15K	$234,342
Appalachian Capital Management Ltd	+15 0.0%	33K	$530,187
Barclays PLC	+14 New position	14	$222
UBS Group AG	+5 +1.2%	430	$6,828

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
None of the active managers on our list.

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Northern Trust Corp Index funds	−12K −54.4%	10K	$165,962
Citadel Advisors LLC Hedge fund	−11K Sold out	0	—
Vanguard Fiduciary Trust Co Index funds	−3,126 −9.7%	29K	$460,059
Russell Investments Group, Ltd.	−351 −13.8%	2,199	$34,920
Tower Research Capital LLC (TRC)	−197 Sold out	0	—
Advisory Services Network, LLC	−173 Sold out	0	—
Virginia Estate & Retirement Planning Advisors Inc.	−56 Sold out	0	—
Citigroup Inc	−1 Sold out	0	—
Wells Fargo & Company	−1 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−11K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Stratos Wealth Partners, Ltd.	49K	$774,552
Institute For Wealth Management, Llc.	8,471	$134,520
Jones Financial Companies LLLP	400	$6,540
Integrated Wealth Concepts LLC	92	$1,460
Barclays PLC	14	$222

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Citadel Advisors LLCHedge fund	11K	$162,428
Tower Research Capital LLC (TRC)	197	$2,996
Advisory Services Network, LLC	173	$2,631
Virginia Estate & Retirement Planning Advisors Inc.	56	$2,320
Citigroup Inc	1	$15
Wells Fargo & Company	1	$12

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 30
Ten largest holders: 71.6%
Index fund managers: 30.7%
Active managers and hedge funds: 0.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	0	1	0	1	−11K	−98.0%
Index fund managers	3	2	0	0	+16K	+7.4%
Other institutions	18	6	5	5	+92K	+20.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on United Bancorp.

Only managers that filed a holdings report for both quarters are compared (36 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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