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 Q2	$0	Hold	15	–	–	﹤0.01%	1747
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 $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

Avion Wealth's UBSI Position: Q2 2026 in Review

Avion Wealth held its United Bankshares (UBSI) position steady in Q2 2026 at 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Avion Wealth first reported a position in UBSI in Q2 2025 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Avion Wealth held 15 shares of United Bankshares worth $0 as of Q2 2026.
Avion Wealth left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1747 holding.
Avion Wealth first reported a position in United Bankshares in Q2 2025 and has held it in 5 quarters since.
450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.