Arkadios Wealth Advisors’s United Bankshares UBSI Stock Holding History

Arkadios Wealth 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	$3.27M	Sell	71,404 -10,095	-12%	-$441K	0.05%	377
2026 Q1	$3.38M	Buy	81,499 +7,940	+11%	+$330K	0.06%	349
2025 Q4	$2.82M	Buy	+73,559	New	+$2.74M	0.05%	347
2021 Q4	–	Sell	-300	Closed	-$10K	–	1702
2021 Q3	$10K	Sell	300 -9,685	-97%	-$339K	﹤0.01%	1451
2021 Q2	$364K	Buy	9,985 +435	+5%	+$17.1K	0.04%	402
2021 Q1	$368K	Buy	+9,550	New	+$350K	0.06%	305

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

Arkadios Wealth Advisors's UBSI Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its United Bankshares (UBSI) stake by 12% in Q2 2026, selling an estimated $441K and leaving 71,404 shares worth $3.27M. The position accounts for 0.05% of the portfolio, ranked #377.

Arkadios Wealth Advisors first reported a position in UBSI in Q1 2021 and has held it in 6 quarters since. The position peaked at $3.38M in Q1 2026. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Arkadios Wealth Advisors held 71,404 shares of United Bankshares worth $3.27M as of Q2 2026.
Arkadios Wealth Advisors sold 10,095 United Bankshares shares in Q2 2026, an estimated $441K.
United Bankshares made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #377 holding.
Arkadios Wealth Advisors first reported a position in United Bankshares in Q1 2021 and has held it in 6 quarters since.
Arkadios Wealth Advisors's United Bankshares position peaked at $3.38M in Q1 2026.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.