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Advisory Services Network’s United Bankshares UBSI Stock Holding History

Advisory Services Network’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 		$1.27M Buy
27,608
+1,372
+5% +$60K 0.01% 897
2026
Q1 		$1.09M Sell
26,236
-1,517
-5% -$63.1K 0.01% 898
2025
Q4 		$1.07M Sell
27,753
-2,049
-7% -$76.3K 0.02% 863
2025
Q3 		$1.11M Sell
29,802
-483
-2% -$18K 0.02% 815
2025
Q2 		$1.08M Buy
30,285
+164
+0.5% +$5.76K 0.02% 794
2025
Q1 		$1.04M Buy
30,121
+1,020
+4% +$37.4K 0.02% 746
2024
Q4 		$1.09M Buy
29,101
+9,971
+52% +$393K 0.02% 698
2024
Q3 		$621K Hold
19,130
– – 0.01% 894
2024
Q2 		$621K Buy
19,130
+836
+5% +$27.6K 0.01% 894
2024
Q1 		$655K Buy
18,294
+14,006
+327% +$495K 0.01% 847
2023
Q4 		$161K Buy
+4,288
New +$136K ﹤0.01% 1391
2023
Q2 		– Sell
-4,486
Closed -$158K – 3522
2023
Q1 		$158K Buy
4,486
+151
+3% +$5.93K ﹤0.01% 1413
2022
Q4 		$176K Buy
+4,335
New +$176K 0.01% 1328
2020
Q4 		– Sell
-307
Closed -$7K – 3708
2020
Q3 		$7K Buy
+307
New +$7.99K ﹤0.01% 2657
2020
Q2 		– Sell
-359
Closed -$8K – 2633
2020
Q1 		$8K Buy
+359
New +$11.3K ﹤0.01% 2302
2019
Q1 		– Sell
-113
Closed -$4.08K – 2689
2018
Q4 		$3K Sell
113
-11
-9% -$371 ﹤0.01% 2235
2018
Q3 		$5K Hold
124
– – ﹤0.01% 2094
2018
Q2 		$5K Sell
124
-307
-71% -$11K ﹤0.01% 2045
2018
Q1 		$15K Buy
431
+13
+3% +$470 ﹤0.01% 1747
2017
Q4 		$15K Buy
418
+111
+36% +$4K ﹤0.01% 1713
2017
Q3 		$11K Sell
307
-38
-11% -$1.34K ﹤0.01% 1594
2017
Q2 		$14K Buy
345
+1
+0.3% +$40 ﹤0.01% 1463
2017
Q1 		$15K Buy
+344
New +$15.2K ﹤0.01% 1338

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Advisory Services Network's UBSI Position: Q2 2026 in Review

Advisory Services Network increased its United Bankshares (UBSI) stake by 5.2% in Q2 2026, buying an estimated $60K and bringing the position to 27,608 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #897.

Advisory Services Network first reported a position in UBSI in Q1 2017 and has held it in 23 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Advisory Services Network held 27,608 shares of United Bankshares worth $1.27M as of Q2 2026.
  • Advisory Services Network bought 1,372 United Bankshares shares in Q2 2026, an estimated $60K.
  • United Bankshares made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #897 holding.
  • Advisory Services Network first reported a position in United Bankshares in Q1 2017 and has held it in 23 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.