Aptus Capital Advisors’s United Bankshares UBSI Stock Holding History

Aptus Capital 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 Q2	$250K	Buy	+5,459	New	+$239K	﹤0.01%	1021
2023 Q2	–	Sell	-5,673	Closed	-$202K	–	858
2023 Q1	$202K	Hold	5,673	–	–	0.01%	468
2022 Q4	$230K	Hold	5,673	–	–	0.01%	455
2022 Q3	$205K	Hold	5,673	–	–	﹤0.01%	436
2022 Q2	$201K	Sell	5,673 -600	-10%	-$21K	0.01%	373
2022 Q1	$221K	Hold	6,273	–	–	0.01%	405
2021 Q4	$230K	Hold	6,273	–	–	0.01%	349
2021 Q3	$230K	Buy	+6,273	New	+$219K	0.01%	337

Other funds holding UBSI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aptus Capital Advisors's UBSI Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in United Bankshares (UBSI) in Q2 2026: 5,459 shares worth $250K. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in UBSI as recently as Q1 2023.

Aptus Capital Advisors first reported a position in UBSI in Q3 2021 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Aptus Capital Advisors held 5,459 shares of United Bankshares worth $250K as of Q2 2026.
United Bankshares was a new Aptus Capital Advisors position in Q2 2026.
United Bankshares made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1021 holding.
Aptus Capital Advisors first reported a position in United Bankshares in Q3 2021 and has held it in 8 quarters since.
450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.