31 tracked 13F filers disclose a position in UBCP as of the latest SEC 13F filings, a combined $10.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $1.4M | 91K | →First observed position No prior filed position | Q1 2026 | |
| 2 | Commonwealth Financial Services, LLC | $1.4M | 89K | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 3 | Post Resch Tallon Group Inc. | $884K | 56K | ▲+29% Added · +13K sh | Q2 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $870K | 55K | ▲+10% Added · +5K sh | Q2 2026 | |
| 5 | Stratos Wealth Partners, LTD. | $775K | 49K | ▲New +49K sh | Q2 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $687K | 45K | —Held | Q1 2026 | |
| 7 | Bahl & Gaynor LLC | $609K | 40K | —Held | Q1 2026 | |
| 8 | Vawter Financial, Ltd. | $578K | 36K | ▲+0.2% Added · +63 sh | Q2 2026 | |
| 9 | Appalachian Capital Management Ltd | $530K | 33K | ▲~0% Added · +15 sh | Q2 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $488K | 32K | →First observed position No prior filed position | Q1 2026 | |
| 11 | Founders Financial Alliance, LLC | $460K | 29K | ▲~0% Added · +1 sh | Q2 2026 | |
| 12 | BlackRock, Inc. | $373K | 25K | ▲+0.5% Added · +133 sh | Q1 2026 | |
| 13 | Koss-Olinger Consulting, LLC | $375K | 24K | ▲+1.2% Added · +285 sh | Q2 2026 | |
| 14 | NORTHERN TRUST CORP | $348K | 23K | ▲+7.5% Added · +2K sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $249K | 16K | ▲+56% Added · +6K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $224K | 15K | ▲+0.2% Added · +31 sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $137K | 9K | ▼−0.5% Reduced · −49 sh | Q1 2026 | |
| 18 | Institute for Wealth Management, LLC. | $135K | 8K | ▲New +8K sh | Q2 2026 | |
| 19 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $110K | 7K | —Held | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $39K | 3K | ▼−16% Reduced · −502 sh | Q1 2026 | |
| 21 | Russell Investments Group, Ltd. | $39K | 3K | ▼−14% Reduced · −422 sh | Q1 2026 | |
| 22 | Vanguard Global Advisers, LLC | $29K | 2K | →First observed position No prior filed position | Q1 2026 | |
| 23 | UBS Group AG | $6K | 425 | ▼−22% Reduced · −120 sh | Q1 2026 | |
| 24 | FMR LLC | $3K | 220 | —Held | Q1 2026 | |
| 25 | CWM, LLC | $3K | 200 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in UBCP and 8 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 13 funds | $9.6B |
| MICROSOFT CORPMSFT | 13 funds | $6.1B |
| AMAZON.COM INCAMZN | 13 funds | $4.7B |
| ELI LILLY & COLLY | 13 funds | $1.7B |
| APPLE INCAAPL | 12 funds | $6.4B |
| ALPHABET INC-CL AGOOGL | 12 funds | $4.3B |
| ALPHABET INC-CL CGOOG | 12 funds | $2.8B |
| JOHNSON & JOHNSONJNJ | 12 funds | $1.9B |
| TESLA INCTSLA | 12 funds | $1.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $1.3B |
| HOME DEPOT INCHD | 12 funds | $1.2B |
| CHEVRON CORPCVX | 12 funds | $1.1B |
Ranked by how many of UBCP's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 28, 2026 | Schunn Bethany E | Director | Buy (P) | 1K | $18K |
| May 27, 2026 | Ball Erin S | Director | Buy (P) | 632 | $9K |
| May 27, 2026 | Branstetter Matthew Fredrick | Chief Operating Officer | Buy (P) | 380 | $6K |
| May 27, 2026 | Clark Jonathan CHASE | Director | Buy (P) | 2K | $23K |
| May 27, 2026 | GREENWOOD RANDALL M | SR VP CFO and Treasurer | Buy (P) | 1K | $15K |
| May 27, 2026 | EVERSON SCOTT A | Chairman Pres and CEO | Buy (P) | 2K | $33K |
| May 27, 2026 | Hendershot Brian M | Insider | Buy (P) | 2K | $31K |
| May 27, 2026 | Glessner Gary W | Director | Buy (P) | 4K | $53K |
| May 27, 2026 | HOOPINGARNER JOHN M | Director | Buy (P) | 931 | $14K |
| May 22, 2025 | Schunn Bethany E | Director | Buy (P) | 836 | $11K |
| May 22, 2025 | GREENWOOD RANDALL M | SVP CFO | Buy (P) | 1K | $14K |
| May 22, 2025 | Glessner Gary W | Director | Buy (P) | 3K | $48K |
Connected entities for UBCP
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UBCP/capital-change-brief"
Use Arkolith's capital_change_brief for UBCP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UBCP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.