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Ameritas Advisory Services’s United Bankshares UBSI Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-691
Closed -$25.2K – 2882
2025
Q2 		$25.2K Buy
+691
New +$24.3K ﹤0.01% 1642
2023
Q2 		– Sell
-691
Closed -$23.3K – 2384
2023
Q1 		$23.3K Buy
+691
New +$27.1K ﹤0.01% 1562

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameritas Advisory Services's UBSI Position: Q3 2025 in Review

Ameritas Advisory Services sold out of United Bankshares (UBSI) in Q3 2025, closing a stake of 691 shares — an estimated $25.2K sold.

Ameritas Advisory Services first reported a position in UBSI in Q1 2023 and held it in 2 quarters. The position peaked at $25.2K in Q2 2025. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

  • Ameritas Advisory Services reported no remaining United Bankshares position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 691 United Bankshares shares in Q3 2025, an estimated $25.2K.
  • Ameritas Advisory Services first reported a position in United Bankshares in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's United Bankshares position peaked at $25.2K in Q2 2025.
  • 371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.