Avion Wealth’s United Bankshares UBSI Stock Holding History

Avion Wealth’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 Q1	$0	Hold	15	–	–	﹤0.01%	1608
2025 Q4	$0	Hold	15	–	–	﹤0.01%	1596
2025 Q3	$0	Hold	15	–	–	﹤0.01%	1559
2025 Q2	$0	Buy	+15	New	+$527	﹤0.01%	1620

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avion Wealth's UBSI Position: Q1 2026 in Review

Avion Wealth held its United Bankshares (UBSI) position steady in Q1 2026 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Avion Wealth first reported a position in UBSI in Q2 2025 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Avion Wealth held 15 shares of United Bankshares worth $0 as of Q1 2026.
Avion Wealth left its United Bankshares share count unchanged in Q1 2026.
United Bankshares made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1608 holding.
Avion Wealth first reported a position in United Bankshares in Q2 2025 and has held it in 4 quarters since.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.