Anchor Investment Management’s United Bankshares UBSI Stock Holding History

Anchor Investment Management’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	$22.4K	Hold	542	–	–	﹤0.01%	723
2025 Q4	$20.8K	Hold	542	–	–	﹤0.01%	726
2025 Q3	$20.2K	Hold	542	–	–	﹤0.01%	729
2025 Q2	$19.7K	Hold	542	–	–	﹤0.01%	722
2025 Q1	$18.8K	Hold	542	–	–	﹤0.01%	719
2024 Q4	$20.4K	Hold	542	–	–	﹤0.01%	706
2024 Q3	$20.1K	Hold	542	–	–	﹤0.01%	698
2024 Q2	$17.6K	Sell	542 -2,000	-79%	-$66.1K	﹤0.01%	678
2024 Q1	$91K	Hold	2,542	–	–	0.01%	455
2023 Q4	$95.5K	Hold	2,542	–	–	0.01%	441
2023 Q3	$70.1K	Hold	2,542	–	–	0.01%	469
2023 Q2	$75.4K	Hold	2,542	–	–	0.01%	442
2023 Q1	$89.5K	Hold	2,542	–	–	0.01%	451
2022 Q4	$103K	Buy	2,542 +542	+27%	+$22K	0.01%	435
2022 Q3	$71.5K	Hold	2,000	–	–	0.01%	461
2022 Q2	$70.1K	Hold	2,000	–	–	0.01%	488
2022 Q1	$69.8K	Hold	2,000	–	–	0.01%	511
2021 Q4	$72.6K	Hold	2,000	–	–	0.01%	512
2021 Q3	$72.8K	Hold	2,000	–	–	0.01%	479
2021 Q2	$73K	Hold	2,000	–	–	0.01%	487
2021 Q1	$77.2K	Hold	2,000	–	–	0.01%	463
2020 Q4	$64.8K	Buy	2,000 +870	+77%	+$24.6K	0.01%	432
2020 Q3	$24.3K	Hold	1,130	–	–	﹤0.01%	540
2020 Q2	$31.3K	Buy	+1,130	New	+$30.3K	0.01%	497

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Anchor Investment Management's UBSI Position: Q1 2026 in Review

Anchor Investment Management held its United Bankshares (UBSI) position steady in Q1 2026 at 542 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Anchor Investment Management first reported a position in UBSI in Q2 2020 and has held it in 24 quarters since. The position peaked at $103K in Q4 2022. 418 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Anchor Investment Management held 542 shares of United Bankshares worth $22.4K as of Q1 2026.
Anchor Investment Management left its United Bankshares share count unchanged in Q1 2026.
United Bankshares made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #723 holding.
Anchor Investment Management first reported a position in United Bankshares in Q2 2020 and has held it in 24 quarters since.
Anchor Investment Management's United Bankshares position peaked at $103K in Q4 2022.
418 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.