Superior Planning, LLC’s United Bankshares UBSI Stock Holding History

Superior Planning, LLC’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 Q3	$689	Buy	+15	New	+$712	﹤0.01%	1834

Other funds holding UBSI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's UBSI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in United Bankshares (UBSI) in Q3 2026: 15 shares worth $689. The stake represents ﹤0.01% of the portfolio and ranks #1834 among its holdings.

308 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

Superior Planning, LLC held 15 shares of United Bankshares worth $689 as of Q3 2026.
United Bankshares was a new Superior Planning, LLC position in Q3 2026.
United Bankshares made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1834 holding.
308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.