LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA UBCP — UNITED BANCORP INC

Ownership history in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA  ·  89 quarters on record

AI Ownership Summary

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported UNITED BANCORP INC (UBCP) in 89 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows UBCP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UBCP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's position in UNITED BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UBCP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held UBCP — position size vs. price
% of Fund (quarterly)    UBCP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 6,917 — 0% 0.00% $110K 2026-07-30 $14.92
2026 Q1 UNCHANGED — — — 6,917 — 0% 0.00% $112K 2026-04-13 $15.50
2025 Q4 UNCHANGED — — — 6,917 — 0% 0.00% $97K 2026-01-28 $13.47
2025 Q3 UNCHANGED — — — 6,917 — 0% 0.00% $89K 2025-10-24 $12.25
2025 Q2 UNCHANGED — — — 6,917 — 0% 0.00% $100K 2025-07-30 $13.03
2025 Q1 UNCHANGED — — — 6,917 — 0% 0.00% $88K 2025-04-24 $11.68
2024 Q4 UNCHANGED — — — 6,917 — 0% 0.00% $91K 2025-01-28 $11.48
2024 Q3 UNCHANGED — — — 6,917 — 0% 0.00% $91K 2024-10-25 $11.52
2024 Q2 UNCHANGED — — — 6,917 — 0% 0.00% $90K 2024-07-17 $11.03
80 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UBCP

As of 2026 Q3 — sorted by position size

Post Resch Tallon Group Inc. 0.55% Appalachian Capital Management Ltd 0.35%

FAQ About LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA and UBCP

These are the practical questions this page is built to answer before you even open the full history table.

How long has LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported owning UBCP?

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported UBCP across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported UBCP position in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's portfolio?

The largest reported portfolio weight for UBCP was 0.00% in 2026 Q1.

What is the latest reported UBCP position on this page?

The most recent filing on this page is 2026 Q2, when LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 6,917 shares, equal to 0.00% of portfolio, with an estimated market value of $110K.

What does the chart on this UBCP ownership page compare?

The chart compares LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's quarterly UBCP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA time their UBCP position?

Based on 13F filing dates vs. subsequent UBCP price moves, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on UBCP relative to SPY over the holding period was +7.0%.

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