Action Point Financial Planning’s United Bankshares UBSI Stock Holding History

Action Point Financial Planning’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	$5.78K	Buy	+130	New	+$5.68K	﹤0.01%	1745

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Action Point Financial Planning's UBSI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in United Bankshares (UBSI) in Q2 2026: 130 shares worth $5.78K. The stake represents ﹤0.01% of the portfolio and ranks #1745 among its holdings.

446 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Action Point Financial Planning held 130 shares of United Bankshares worth $5.78K as of Q2 2026.
United Bankshares was a new Action Point Financial Planning position in Q2 2026.
United Bankshares made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1745 holding.
446 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.