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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

ALPS Advisors's UBSI Position: Q1 2026 in Review

ALPS Advisors sold out of United Bankshares (UBSI) in Q1 2026, closing a stake of 12,313 shares — an estimated $473K sold.

ALPS Advisors first reported a position in UBSI in Q1 2015 and held it in 11 quarters. The position peaked at $553K in Q2 2015. 420 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

ALPS Advisors reported no remaining United Bankshares position as of Q1 2026 after selling out during the quarter.
ALPS Advisors sold 12,313 United Bankshares shares in Q1 2026, an estimated $473K.
ALPS Advisors first reported a position in United Bankshares in Q1 2015 and held it in 11 quarters.
ALPS Advisors's United Bankshares position peaked at $553K in Q2 2015.
420 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.