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Ares Financial Consulting’s United Bankshares UBSI Stock Holding History

Ares Financial Consulting’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 		$32.1K Hold
700
– – 0.02% 315
2026
Q1 		$29.2K Buy
700
+603
+622% +$25.1K 0.02% 315
2025
Q4 		$3.73K Buy
+97
New +$3.61K ﹤0.01% 535

Other funds holding UBSI

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $1.02B AUM 31.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ares Financial Consulting's UBSI Position: Q2 2026 in Review

Ares Financial Consulting held its United Bankshares (UBSI) position steady in Q2 2026 at 700 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #315.

Ares Financial Consulting first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Ares Financial Consulting held 700 shares of United Bankshares worth $32.1K as of Q2 2026.
  • Ares Financial Consulting left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #315 holding.
  • Ares Financial Consulting first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.