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Atria Investments’s United Bankshares UBSI Stock Holding History

Atria Investments’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 		$1.74M Sell
37,864
-1,558
-4% -$68.1K 0.02% 832
2026
Q1 		$1.63M Sell
39,422
-663
-2% -$27.6K 0.02% 805
2025
Q4 		$1.54M Sell
40,085
-129
-0.3% -$4.8K 0.02% 854
2025
Q3 		$1.5M Sell
40,214
-14,372
-26% -$536K 0.02% 848
2025
Q2 		$1.99M Buy
54,586
+12,756
+30% +$448K 0.02% 731
2025
Q1 		$1.45M Buy
41,830
+4,352
+12% +$159K 0.02% 847
2024
Q4 		$1.41M Buy
37,478
+659
+2% +$25.9K 0.02% 826
2024
Q3 		$1.37M Buy
36,819
+2,163
+6% +$78.9K 0.02% 832
2024
Q2 		$1.12M Buy
34,656
+4,709
+16% +$156K 0.01% 881
2024
Q1 		$1.07M Buy
+29,947
New +$1.06M 0.01% 926

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Investments's UBSI Position: Q2 2026 in Review

Atria Investments reduced its United Bankshares (UBSI) stake by 4% in Q2 2026, selling an estimated $68.1K and leaving 37,864 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #832.

Atria Investments first reported a position in UBSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.99M in Q2 2025. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Atria Investments held 37,864 shares of United Bankshares worth $1.74M as of Q2 2026.
  • Atria Investments sold 1,558 United Bankshares shares in Q2 2026, an estimated $68.1K.
  • United Bankshares made up 0.02% of Atria Investments's portfolio in Q2 2026, its #832 holding.
  • Atria Investments first reported a position in United Bankshares in Q1 2024 and has held it in 10 quarters since.
  • Atria Investments's United Bankshares position peaked at $1.99M in Q2 2025.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.