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AlTi Global’s United Bankshares UBSI Stock Holding History

AlTi Global’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 		$436K Sell
9,434
-1,921
-17% -$84K 0.01% 379
2026
Q1 		$475K Hold
11,355
– – 0.01% 320
2025
Q4 		$440K Sell
11,355
-20
-0.2% -$745 0.01% 322
2025
Q3 		$423K Buy
+11,375
New +$424K 0.01% 325

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AlTi Global's UBSI Position: Q2 2026 in Review

AlTi Global reduced its United Bankshares (UBSI) stake by 17% in Q2 2026, selling an estimated $84K and leaving 9,434 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #379.

AlTi Global first reported a position in UBSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $475K in Q1 2026. 223 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • AlTi Global held 9,434 shares of United Bankshares worth $436K as of Q2 2026.
  • AlTi Global sold 1,921 United Bankshares shares in Q2 2026, an estimated $84K.
  • United Bankshares made up 0.01% of AlTi Global's portfolio in Q2 2026, its #379 holding.
  • AlTi Global first reported a position in United Bankshares in Q3 2025 and has held it in 4 quarters since.
  • AlTi Global's United Bankshares position peaked at $475K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.