Abel Hall LLC
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Abel Hall LLC’s United Bankshares UBSI Stock Holding History

Abel Hall 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 		$559K Buy
12,158
+1
+0% +$47 0.1% 185
2026
Q2 		$557K Buy
12,157
+139
+1% +$6.08K 0.1% 208
2026
Q1 		$498K Buy
12,018
+4,778
+66% +$199K 0.11% 196
2025
Q4 		$278K Buy
+7,240
New +$270K 0.06% 369

Other funds holding UBSI

NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Abel Hall LLC's UBSI Position: Q3 2026 in Review

Abel Hall LLC increased its United Bankshares (UBSI) stake by 0.01% in Q3 2026, buying an estimated $47 and bringing the position to 12,158 shares worth $559K. The position accounts for 0.1% of the portfolio, ranked #185.

Abel Hall LLC first reported a position in UBSI in Q4 2025 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • Abel Hall LLC held 12,158 shares of United Bankshares worth $559K as of Q3 2026.
  • Abel Hall LLC bought 1 United Bankshares share in Q3 2026, an estimated $47.
  • United Bankshares made up 0.1% of Abel Hall LLC's portfolio in Q3 2026, its #185 holding.
  • Abel Hall LLC first reported a position in United Bankshares in Q4 2025 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.