Advantage Alpha Capital Partners’s United Bankshares UBSI Stock Holding History

Advantage Alpha Capital Partners’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
2025 Q2	–	Sell	-6,034	Closed	-$209K	–	161
2025 Q1	$209K	Sell	6,034 -9,372	-61%	-$343K	0.05%	140
2024 Q4	$578K	Buy	15,406 +1,716	+13%	+$67.6K	0.14%	124
2024 Q3	$508K	Buy	13,690 +3,952	+41%	+$144K	0.12%	120
2024 Q2	$316K	Sell	9,738 -1,022	-9%	-$33.8K	0.07%	146
2024 Q1	$385K	Sell	10,760 -3,670	-25%	-$130K	0.07%	139
2023 Q4	$542K	Buy	+14,430	New	+$458K	0.1%	122

Other funds holding UBSI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advantage Alpha Capital Partners's UBSI Position: Q2 2025 in Review

Advantage Alpha Capital Partners sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 6,034 shares — an estimated $209K sold.

Advantage Alpha Capital Partners first reported a position in UBSI in Q4 2023 and held it in 6 quarters. The position peaked at $578K in Q4 2024. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

Advantage Alpha Capital Partners reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
Advantage Alpha Capital Partners sold 6,034 United Bankshares shares in Q2 2025, an estimated $209K.
Advantage Alpha Capital Partners first reported a position in United Bankshares in Q4 2023 and held it in 6 quarters.
Advantage Alpha Capital Partners's United Bankshares position peaked at $578K in Q4 2024.
364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q2 2025, filed 13 Aug 2025.