Accordant Advisory Group’s United Bankshares UBSI Stock Holding History

Accordant Advisory Group’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 Q1	$269K	Hold	6,500	–	–	0.17%	43
2025 Q4	$250K	Hold	6,500	–	–	0.17%	47
2025 Q3	$242K	Hold	6,500	–	–	0.16%	49
2025 Q2	$237K	Hold	6,500	–	–	0.18%	49
2025 Q1	$225K	Hold	6,500	–	–	0.22%	35
2024 Q4	$244K	Hold	6,500	–	–	0.24%	39
2024 Q3	$241K	Hold	6,500	–	–	0.19%	43
2024 Q2	$211K	Sell	6,500 -200	-3%	-$6.61K	0.2%	52
2024 Q1	$240K	Buy	+6,700	New	+$237K	0.18%	74

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accordant Advisory Group's UBSI Position: Q1 2026 in Review

Accordant Advisory Group held its United Bankshares (UBSI) position steady in Q1 2026 at 6,500 shares worth $269K. The position accounts for 0.17% of the portfolio, ranked #43.

Accordant Advisory Group first reported a position in UBSI in Q1 2024 and has held it in 9 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Accordant Advisory Group held 6,500 shares of United Bankshares worth $269K as of Q1 2026.
Accordant Advisory Group left its United Bankshares share count unchanged in Q1 2026.
United Bankshares made up 0.17% of Accordant Advisory Group's portfolio in Q1 2026, its #43 holding.
Accordant Advisory Group first reported a position in United Bankshares in Q1 2024 and has held it in 9 quarters since.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.