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Allworth Financial’s United Bankshares UBSI Stock Holding History

Allworth 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 		$43.2K Buy
942
+241
+34% +$10.5K ﹤0.01% 2613
2026
Q1 		$29K Buy
701
+427
+156% +$17.8K ﹤0.01% 2728
2025
Q4 		$10.5K Sell
274
-817
-75% -$30.4K ﹤0.01% 3232
2025
Q3 		$40.6K Sell
1,091
-174
-14% -$6.49K ﹤0.01% 2238
2025
Q2 		$46.1K Buy
1,265
+1,009
+394% +$35.4K ﹤0.01% 1991
2025
Q1 		$8.82K Hold
256
– – ﹤0.01% 2478
2024
Q4 		$9.81K Hold
256
– – ﹤0.01% 2443
2024
Q3 		$9.5K Hold
256
– – ﹤0.01% 2281
2024
Q2 		$9.45K Hold
256
– – ﹤0.01% 2244
2024
Q1 		$9.16K Hold
256
– – ﹤0.01% 2151
2023
Q4 		$9.61K Buy
256
+195
+320% +$6.2K ﹤0.01% 1992
2023
Q3 		$1.68K Buy
61
+56
+1,120% +$1.69K ﹤0.01% 2621
2023
Q2 		$149 Hold
5
– – ﹤0.01% 3140
2023
Q1 		$176 Hold
5
– – ﹤0.01% 3034
2022
Q4 		$202 Sell
5
-12
-71% -$486 ﹤0.01% 2782
2022
Q3 		$1K Hold
17
– – ﹤0.01% 2526
2022
Q2 		$1K Sell
17
-19
-53% -$667 ﹤0.01% 2277
2022
Q1 		$1K Buy
36
+31
+620% +$1.13K ﹤0.01% 2030
2021
Q4 		$0 Hold
5
– – ﹤0.01% 2126
2021
Q3 		$0 Buy
+5
New +$175 ﹤0.01% 1979

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

Allworth Financial's UBSI Position: Q2 2026 in Review

Allworth Financial increased its United Bankshares (UBSI) stake by 34% in Q2 2026, buying an estimated $10.5K and bringing the position to 942 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Allworth Financial first reported a position in UBSI in Q3 2021 and has held it in 20 quarters since. The position peaked at $46.1K in Q2 2025. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Allworth Financial held 942 shares of United Bankshares worth $43.2K as of Q2 2026.
  • Allworth Financial bought 241 United Bankshares shares in Q2 2026, an estimated $10.5K.
  • United Bankshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2613 holding.
  • Allworth Financial first reported a position in United Bankshares in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's United Bankshares position peaked at $46.1K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.