AWC
UBSI icon

Abundance Wealth Counselors’s United Bankshares UBSI Stock Holding History

Abundance Wealth Counselors’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 		$215K Buy
+4,701
New +$206K 0.01% 285
2021
Q2 		– Sell
-2,307
Closed -$89K – 318
2021
Q1 		$89K Buy
+2,307
New +$84.6K 0.02% 128

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Abundance Wealth Counselors's UBSI Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in United Bankshares (UBSI) in Q2 2026: 4,701 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in UBSI as recently as Q1 2021.

Abundance Wealth Counselors first reported a position in UBSI in Q1 2021 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Abundance Wealth Counselors held 4,701 shares of United Bankshares worth $215K as of Q2 2026.
  • United Bankshares was a new Abundance Wealth Counselors position in Q2 2026.
  • United Bankshares made up 0.01% of Abundance Wealth Counselors's portfolio in Q2 2026, its #285 holding.
  • Abundance Wealth Counselors first reported a position in United Bankshares in Q1 2021 and has held it in 2 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.