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Basecamp Wealth Advisors’s United Bankshares UBSI Stock Holding History

Basecamp Wealth Advisors’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 		– Sell
-58
Closed -$2.4K – 1989
2026
Q1 		$2.4K Hold
58
– – ﹤0.01% 1361
2025
Q4 		$2.23K Buy
+58
New +$2.16K ﹤0.01% 1328

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

Basecamp Wealth Advisors's UBSI Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of United Bankshares (UBSI) in Q2 2026, closing a stake of 58 shares — an estimated $2.4K sold.

Basecamp Wealth Advisors first reported a position in UBSI in Q4 2025 and held it in 2 quarters. The position peaked at $2.4K in Q1 2026. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Basecamp Wealth Advisors reported no remaining United Bankshares position as of Q2 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 58 United Bankshares shares in Q2 2026, an estimated $2.4K.
  • Basecamp Wealth Advisors first reported a position in United Bankshares in Q4 2025 and held it in 2 quarters.
  • Basecamp Wealth Advisors's United Bankshares position peaked at $2.4K in Q1 2026.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.