AssetMark Inc’s United Bankshares UBSI Stock Holding History

AssetMark Inc’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	$13.3K	Buy	291 +29	+11%	+$1.27K	﹤0.01%	2347
2026 Q1	$10.9K	Buy	262 +27	+11%	+$1.12K	﹤0.01%	2291
2025 Q4	$9.02K	Sell	235 -14	-6%	-$521	﹤0.01%	2243
2025 Q3	$9.27K	Buy	249 +39	+19%	+$1.45K	﹤0.01%	2140
2025 Q2	$7.65K	Buy	210 +45	+27%	+$1.58K	﹤0.01%	2020
2025 Q1	$5.72K	Sell	165 -25	-13%	-$916	﹤0.01%	1968
2024 Q4	$7.13K	Buy	+190	New	+$7.48K	﹤0.01%	1857
2020 Q1	–	Sell	-690	Closed	-$27K	–	1533
2019 Q4	$27K	Hold	690	–	–	﹤0.01%	873
2019 Q3	$26K	Hold	690	–	–	﹤0.01%	843
2019 Q2	$26K	Hold	690	–	–	﹤0.01%	845
2019 Q1	$25K	Hold	690	–	–	﹤0.01%	840
2018 Q4	$21K	Sell	690 -230	-25%	-$7.76K	﹤0.01%	888
2018 Q3	$33K	Hold	920	–	–	﹤0.01%	825
2018 Q2	$33K	Hold	920	–	–	﹤0.01%	811
2018 Q1	$32K	Sell	920 -10	-1%	-$362	﹤0.01%	847
2017 Q4	$32K	Buy	930 +10	+1%	+$361	﹤0.01%	900
2017 Q3	$34K	Hold	920	–	–	﹤0.01%	798
2017 Q2	$36K	Hold	920	–	–	﹤0.01%	760
2017 Q1	$39K	Buy	920 +465	+102%	+$20.5K	﹤0.01%	707
2016 Q4	$21K	Buy	+455	New	+$19.3K	﹤0.01%	851

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

AssetMark Inc's UBSI Position: Q2 2026 in Review

AssetMark Inc increased its United Bankshares (UBSI) stake by 11% in Q2 2026, buying an estimated $1.27K and bringing the position to 291 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

AssetMark Inc first reported a position in UBSI in Q4 2016 and has held it in 20 quarters since. The position peaked at $39K in Q1 2017. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

AssetMark Inc held 291 shares of United Bankshares worth $13.3K as of Q2 2026.
AssetMark Inc bought 29 United Bankshares shares in Q2 2026, an estimated $1.27K.
United Bankshares made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2347 holding.
AssetMark Inc first reported a position in United Bankshares in Q4 2016 and has held it in 20 quarters since.
AssetMark Inc's United Bankshares position peaked at $39K in Q1 2017.
450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.