ALPS Advisors’s United Bankshares UBSI Stock Holding History

ALPS Advisors’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	–	Sell	-12,313	Closed	-$473K	–	1144
2025 Q4	$473K	Buy	12,313 +135	+1%	+$5.03K	﹤0.01%	773
2025 Q3	$453K	Buy	12,178 +1,742	+17%	+$64.9K	﹤0.01%	785
2025 Q2	$380K	Buy	10,436 +126	+1%	+$4.42K	﹤0.01%	811
2025 Q1	$357K	Buy	+10,310	New	+$378K	﹤0.01%	746
2021 Q3	–	Sell	-8,454	Closed	-$309K	–	1028
2021 Q2	$309K	Hold	8,454	–	–	﹤0.01%	817
2021 Q1	$326K	Sell	8,454 -2,061	-20%	-$75.6K	﹤0.01%	753
2020 Q4	$341K	Sell	10,515 -320	-3%	-$9.04K	﹤0.01%	630
2020 Q3	$233K	Buy	+10,835	New	+$282K	﹤0.01%	799
2017 Q3	–	Sell	-11,005	Closed	-$431K	–	873
2017 Q2	$431K	Buy	+11,005	New	+$437K	﹤0.01%	643
2015 Q3	–	Sell	-13,752	Closed	-$553K	–	772
2015 Q2	$553K	Buy	13,752 +214	+2%	+$8.18K	﹤0.01%	384
2015 Q1	$509K	Buy	+13,538	New	+$495K	﹤0.01%	551

Other funds holding UBSI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return