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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisory Services Network's UBSI Position: Q1 2026 in Review

Advisory Services Network reduced its United Bankshares (UBSI) stake by 5.5% in Q1 2026, selling an estimated $63.1K and leaving 26,236 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #898.

Advisory Services Network first reported a position in UBSI in Q1 2017 and has held it in 22 quarters since. The position peaked at $1.11M in Q3 2025. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Advisory Services Network held 26,236 shares of United Bankshares worth $1.09M as of Q1 2026.
  • Advisory Services Network sold 1,517 United Bankshares shares in Q1 2026, an estimated $63.1K.
  • United Bankshares made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #898 holding.
  • Advisory Services Network first reported a position in United Bankshares in Q1 2017 and has held it in 22 quarters since.
  • Advisory Services Network's United Bankshares position peaked at $1.11M in Q3 2025.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.