Bank of Montreal’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.6M | Sell |
34,906
-908
| -3% | -$39.7K | ﹤0.01% | 1847 |
|
|
2026
Q1 | $1.48M | Buy |
35,814
+1,181
| +3% | +$49.1K | ﹤0.01% | 1822 |
|
|
2025
Q4 | $1.33M | Sell |
34,633
-275
| -0.8% | -$10.2K | ﹤0.01% | 1826 |
|
|
2025
Q3 | $1.3M | Sell |
34,908
-1,934
| -5% | -$72.1K | ﹤0.01% | 1842 |
|
|
2025
Q2 | $1.34M | Sell |
36,842
-1,863
| -5% | -$65.4K | ﹤0.01% | 1760 |
|
|
2025
Q1 | $1.34M | Sell |
38,705
-3,666
| -9% | -$134K | ﹤0.01% | 1684 |
|
|
2024
Q4 | $1.59M | Buy |
42,371
+2,255
| +6% | +$88.8K | ﹤0.01% | 1637 |
|
|
2024
Q3 | $1.48M | Buy |
40,116
+504
| +1% | +$18.4K | ﹤0.01% | 1843 |
|
|
2024
Q2 | $1.29M | Sell |
39,612
-91,313
| -70% | -$3.02M | ﹤0.01% | 1896 |
|
|
2024
Q1 | $4.71M | Buy |
130,925
+91,529
| +232% | +$3.24M | ﹤0.01% | 1252 |
|
|
2023
Q4 | $1.51M | Buy |
39,396
+1,773
| +5% | +$56.3K | ﹤0.01% | 1835 |
|
|
2023
Q3 | $1.06M | Buy |
37,623
+1,006
| +3% | +$30.3K | ﹤0.01% | 2025 |
|
|
2023
Q2 | $1.17M | Sell |
36,617
-8,894
| -20% | -$280K | ﹤0.01% | 2098 |
|
|
2023
Q1 | $1.62M | Buy |
45,511
+3,795
| +9% | +$149K | ﹤0.01% | 1789 |
|
|
2022
Q4 | $1.78M | Buy |
41,716
+27,463
| +193% | +$1.11M | ﹤0.01% | 1838 |
|
|
2022
Q3 | $523 | Sell |
14,253
-23,745
| -62% | -$885K | ﹤0.01% | 2558 |
|
|
2022
Q2 | $1.36K | Buy |
37,998
+1,194
| +3% | +$41.9K | ﹤0.01% | 2116 |
|
|
2022
Q1 | $1.3M | Buy |
36,804
+356
| +1% | +$12.9K | ﹤0.01% | 2177 |
|
|
2021
Q4 | $1.32M | Sell |
36,448
-183,395
| -83% | -$6.75M | ﹤0.01% | 1795 |
|
|
2021
Q3 | $7.99M | Buy |
219,843
+1,152
| +0.5% | +$40.3K | ﹤0.01% | 1415 |
|
|
2021
Q2 | $8.33M | Sell |
218,691
-1,776
| -0.8% | -$69.8K | ﹤0.01% | 1365 |
|
|
2021
Q1 | $8.46M | Sell |
220,467
-16,720
| -7% | -$613K | 0.01% | 1106 |
|
|
2020
Q4 | $8.47M | Buy |
237,187
+14,372
| +6% | +$406K | 0.01% | 1108 |
|
|
2020
Q3 | $5.38M | Sell |
222,815
-5,302
| -2% | -$138K | ﹤0.01% | 1163 |
|
|
2020
Q2 | $5.6M | Buy |
228,117
+19,364
| +9% | +$520K | 0.01% | 1120 |
|
|
2020
Q1 | $4.77M | Sell |
208,753
-29,542
| -12% | -$928K | 0.01% | 1003 |
|
|
2019
Q4 | $9.21M | Buy |
238,295
+1,077
| +0.5% | +$41.5K | 0.01% | 1026 |
|
|
2019
Q3 | $8.98M | Buy |
237,218
+3,147
| +1% | +$117K | 0.01% | 919 |
|
|
2019
Q2 | $8.68M | Buy |
234,071
+3,087
| +1% | +$116K | 0.01% | 955 |
|
|
2019
Q1 | $8.37M | Buy |
230,984
+1,971
| +0.9% | +$71.1K | 0.01% | 922 |
|
|
2018
Q4 | $7.12M | Sell |
229,013
-48,683
| -18% | -$1.64M | 0.01% | 918 |
|
|
2018
Q3 | $10.1M | Buy |
277,696
+2,662
| +1% | +$101K | 0.01% | 891 |
|
|
2018
Q2 | $10M | Buy |
275,034
+11,459
| +4% | +$410K | 0.01% | 892 |
|
|
2018
Q1 | $9.29M | Buy |
263,575
+1,437
| +0.5% | +$52K | 0.01% | 880 |
|
|
2017
Q4 | $9.11M | Buy |
262,138
+6,516
| +3% | +$235K | 0.01% | 891 |
|
|
2017
Q3 | $9.49M | Sell |
255,622
-1,359
| -0.5% | -$47.8K | 0.01% | 876 |
|
|
2017
Q2 | $10.1M | Buy |
256,981
+230,060
| +855% | +$9.13M | 0.01% | 851 |
|
|
2017
Q1 | $1.14M | Buy |
26,921
+424
| +2% | +$18.7K | ﹤0.01% | 1803 |
|
|
2016
Q4 | $1.22M | Hold |
26,497
| – | – | ﹤0.01% | 1815 |
|
|
2016
Q3 | $998K | Buy |
26,497
+403
| +2% | +$15.4K | ﹤0.01% | 1828 |
|
|
2016
Q2 | $979K | Sell |
26,094
-43,997
| -63% | -$1.66M | ﹤0.01% | 1841 |
|
|
2016
Q1 | $2.57M | Buy |
70,091
+783
| +1% | +$27.5K | ﹤0.01% | 1317 |
|
|
2015
Q4 | $2.56M | Buy |
69,308
+220
| +0.3% | +$8.7K | ﹤0.01% | 1297 |
|
|
2015
Q3 | $2.63M | Buy |
69,088
+171
| +0.2% | +$6.71K | ﹤0.01% | 1188 |
|
|
2015
Q2 | $2.77M | Buy |
68,917
+1,068
| +2% | +$40.8K | ﹤0.01% | 1262 |
|
|
2015
Q1 | $2.55M | Buy |
67,849
+768
| +1% | +$28.1K | ﹤0.01% | 1268 |
|
|
2014
Q4 | $2.51M | Buy |
67,081
+249
| +0.4% | +$8.56K | ﹤0.01% | 1323 |
|
|
2014
Q3 | $2.07M | Sell |
66,832
-1,542
| -2% | -$49.7K | ﹤0.01% | 1460 |
|
|
2014
Q2 | $2.21M | Buy |
68,374
+1,720
| +3% | +$52.4K | ﹤0.01% | 1428 |
|
|
2014
Q1 | $2.04M | Hold |
66,654
| – | – | ﹤0.01% | 1325 |
|
|
2013
Q4 | $2.1M | Sell |
66,654
-8,000
| -11% | -$245K | ﹤0.01% | 1169 |
|
|
2013
Q3 | $2.16M | Hold |
74,654
| – | – | ﹤0.01% | 1130 |
|
|
2013
Q2 | $1.98M | Buy |
+74,654
| New | +$1.92M | ﹤0.01% | 1100 |
|
Other funds holding UBSI
Bank of Montreal's UBSI Position: Q2 2026 in Review
Bank of Montreal reduced its United Bankshares (UBSI) stake by 2.5% in Q2 2026, selling an estimated $39.7K and leaving 34,906 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1847.
Bank of Montreal first reported a position in UBSI in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.1M in Q3 2018. 425 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.
- Bank of Montreal held 34,906 shares of United Bankshares worth $1.6M as of Q2 2026.
- Bank of Montreal sold 908 United Bankshares shares in Q2 2026, an estimated $39.7K.
- United Bankshares made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1847 holding.
- Bank of Montreal first reported a position in United Bankshares in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's United Bankshares position peaked at $10.1M in Q3 2018.
- 425 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.