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1834 Investment Advisors’s United Bankshares UBSI Stock Holding History

1834 Investment Advisors’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.98M Sell
108,564
-3,330
-3% -$146K 0.56% 50
2026
Q1 		$4.64M Buy
111,894
+15,550
+16% +$646K 0.58% 48
2025
Q4 		$3.7M Buy
+96,344
New +$3.59M 0.46% 59
2020
Q3 		– Sell
-70
Closed -$2K – 470
2020
Q2 		$2K Buy
+70
New +$1.88K ﹤0.01% 430

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

1834 Investment Advisors's UBSI Position: Q2 2026 in Review

1834 Investment Advisors reduced its United Bankshares (UBSI) stake by 3% in Q2 2026, selling an estimated $146K and leaving 108,564 shares worth $4.98M. The position accounts for 0.56% of the portfolio, ranked #50.

1834 Investment Advisors first reported a position in UBSI in Q2 2020 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • 1834 Investment Advisors held 108,564 shares of United Bankshares worth $4.98M as of Q2 2026.
  • 1834 Investment Advisors sold 3,330 United Bankshares shares in Q2 2026, an estimated $146K.
  • United Bankshares made up 0.56% of 1834 Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • 1834 Investment Advisors first reported a position in United Bankshares in Q2 2020 and has held it in 4 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.