AssetMark Inc
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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
Q3 		$58.3K Buy
1,268
+977
+336% +$46.4K ﹤0.01% 1821
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 		$9.26K 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 		$7.14K 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% 799
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

AssetMark Inc's UBSI Position: Q3 2026 in Review

AssetMark Inc increased its United Bankshares (UBSI) stake by 336% in Q3 2026, buying an estimated $46.4K and bringing the position to 1,268 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

AssetMark Inc first reported a position in UBSI in Q4 2016 and has held it in 21 quarters since. 215 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • AssetMark Inc held 1,268 shares of United Bankshares worth $58.3K as of Q3 2026.
  • AssetMark Inc bought 977 United Bankshares shares in Q3 2026, an estimated $46.4K.
  • United Bankshares made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1821 holding.
  • AssetMark Inc first reported a position in United Bankshares in Q4 2016 and has held it in 21 quarters since.
  • 215 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.