AWM
UBSI icon

AE Wealth Management’s United Bankshares UBSI Stock Holding History

AE Wealth Management’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 		$347K Buy
7,572
+1,443
+24% +$63.1K ﹤0.01% 1403
2026
Q1 		$254K Buy
6,129
+781
+15% +$32.5K ﹤0.01% 1480
2025
Q4 		$205K Buy
+5,348
New +$199K ﹤0.01% 1511
2018
Q1 		– Sell
-6,009
Closed -$209K – 474
2017
Q4 		$209K Hold
6,009
– – 0.02% 391
2017
Q3 		$223K Hold
6,009
– – 0.02% 362
2017
Q2 		$236K Buy
+6,009
New +$239K 0.03% 330

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

AE Wealth Management's UBSI Position: Q2 2026 in Review

AE Wealth Management increased its United Bankshares (UBSI) stake by 24% in Q2 2026, buying an estimated $63.1K and bringing the position to 7,572 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

AE Wealth Management first reported a position in UBSI in Q2 2017 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • AE Wealth Management held 7,572 shares of United Bankshares worth $347K as of Q2 2026.
  • AE Wealth Management bought 1,443 United Bankshares shares in Q2 2026, an estimated $63.1K.
  • United Bankshares made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1403 holding.
  • AE Wealth Management first reported a position in United Bankshares in Q2 2017 and has held it in 6 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.