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Advisornet Financial’s United Bankshares UBSI Stock Holding History

Advisornet Financial’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 		$229 Buy
5
+2
+67% +$87 ﹤0.01% 2159
2026
Q1 		$124 Buy
+3
New +$125 ﹤0.01% 2189
2025
Q2 		– Sell
-1
Closed -$35 – 2370
2025
Q1 		$35 Hold
1
– – ﹤0.01% 2149
2024
Q4 		$38 Buy
+1
New +$39 ﹤0.01% 1951
2018
Q2 		– Sell
-29
Closed -$1K – 1653
2018
Q1 		$1K Buy
+29
New +$1.05K ﹤0.01% 1366

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CW
CrossGen Wealth Greenville, North Carolina $129M AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Advisornet Financial's UBSI Position: Q2 2026 in Review

Advisornet Financial increased its United Bankshares (UBSI) stake by 67% in Q2 2026, buying an estimated $87 and bringing the position to 5 shares worth $229. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Advisornet Financial first reported a position in UBSI in Q1 2018 and has held it in 5 quarters since. The position peaked at $1K in Q1 2018. 104 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Advisornet Financial held 5 shares of United Bankshares worth $229 as of Q2 2026.
  • Advisornet Financial bought 2 United Bankshares shares in Q2 2026, an estimated $87.
  • United Bankshares made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2159 holding.
  • Advisornet Financial first reported a position in United Bankshares in Q1 2018 and has held it in 5 quarters since.
  • Advisornet Financial's United Bankshares position peaked at $1K in Q1 2018.
  • 104 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.