Position in UBCP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$460,265
+$19,434 QoQ
Shares Held
28,984
+0.0% QoQ
Ownership
0.505%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#12
of 31 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBCP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Founders Financial Alliance, LLC holds $14,594,904 across 11 Banks - Regional names. UBCP ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FBNC |
First Bancorp /Nc/
|
119,089 | $7,613,359 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,283 | $2,669,653 | |
| 3 | TFC |
Truist Financial Corp
|
25,100 | $1,250,482 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
31,703 | $562,094 | |
| 5 | WSBC |
Wesbanco Inc
|
12,269 | $478,859 | |
| 6 | UBCP |
United Bancorp Inc /Oh/
This page
|
28,984 | $460,265 | |
| 7 | NEWT |
NewtekOne, Inc.
|
28,897 | $427,964 | |
| 8 | FNB |
Fnb Corp/Pa/
|
16,757 | $319,723 |
All Filings in UBCP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,265 | 28,984 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $440,831 | 28,983 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $505,263 | 35,210 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $521,118 | 37,276 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $485,634 | 33,492 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $479,214 | 35,709 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $476,346 | 36,642 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $433,408 | 33,009 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $470,850 | 37,518 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $542,538 | 37,494 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $411,560 | 32,053 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $293,728 | 25,431 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $304,133 | 25,408 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $310,126 | 21,388 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $272,113 | 18,486 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $284,824 | 17,724 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $191,976 | 11,713 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $209,336 | 11,502 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $189,624 | 11,382 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $162,605 | 11,371 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $161,991 | 11,360 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $162,530 | 11,350 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $149,353 | 11,332 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $117,057 | 9,320 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||