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Axxcess Wealth Management’s United Bankshares UBSI Stock Holding History

Axxcess Wealth Management’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 		$3.83M Buy
+83,608
New +$3.66M 0.06% 275
2026
Q1 		– Sell
-83,567
Closed -$3.21M – 958
2025
Q4 		$3.21M Buy
83,567
+648
+0.8% +$24.1K 0.06% 286
2025
Q3 		$3.09M Sell
82,919
-15
-0% -$559 0.07% 233
2025
Q2 		$3.02M Sell
82,934
-902
-1% -$31.7K 0.07% 219
2025
Q1 		$2.91M Sell
83,836
-379
-0.5% -$13.9K 0.08% 198
2024
Q4 		$3.16M Sell
84,215
-4
-0% -$157 0.08% 188
2024
Q3 		$3.12M Sell
84,219
-76,985
-48% -$2.81M 0.08% 195
2024
Q2 		$5.23M Buy
161,204
+1,021
+0.6% +$33.7K 0.14% 131
2024
Q1 		$5.73M Sell
160,183
-2,509
-2% -$88.7K 0.16% 117
2023
Q4 		$6.11M Buy
162,692
+120,294
+284% +$3.82M 0.18% 112
2023
Q3 		$1.17M Buy
42,398
+671
+2% +$20.2K 0.04% 291
2023
Q2 		$1.24M Buy
41,727
+2,342
+6% +$73.7K 0.09% 193
2023
Q1 		$1.39M Sell
39,385
-919
-2% -$36.1K 0.1% 183
2022
Q4 		$1.63M Buy
40,304
+42
+0.1% +$1.7K 0.13% 150
2022
Q3 		$1.44M Buy
40,262
+56
+0.1% +$2.09K 0.14% 150
2022
Q2 		$1.41M Hold
40,206
– – 0.13% 147
2022
Q1 		$1.4M Sell
40,206
-15,556
-28% -$565K 0.11% 157
2021
Q4 		$2.02M Buy
+55,762
New +$2.05M 0.15% 121

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Axxcess Wealth Management's UBSI Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in United Bankshares (UBSI) in Q2 2026: 83,608 shares worth $3.83M. The stake represents 0.06% of the portfolio and ranks #275 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in UBSI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in UBSI in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.11M in Q4 2023. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Axxcess Wealth Management held 83,608 shares of United Bankshares worth $3.83M as of Q2 2026.
  • United Bankshares was a new Axxcess Wealth Management position in Q2 2026.
  • United Bankshares made up 0.06% of Axxcess Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Axxcess Wealth Management first reported a position in United Bankshares in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's United Bankshares position peaked at $6.11M in Q4 2023.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.