Basswood Capital Management’s United Bankshares UBSI Stock Holding History

Basswood Capital 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	$10.7M	Hold	233,034	–	–	0.43%	71
2026 Q1	$9.65M	Hold	233,034	–	–	0.46%	61
2025 Q4	$8.95M	Hold	233,034	–	–	0.36%	71
2025 Q3	$8.67M	Hold	233,034	–	–	0.36%	71
2025 Q2	$8.49M	Sell	233,034 -261,371	-53%	-$9.18M	0.39%	67
2025 Q1	$17.1M	Buy	494,405 +261,371	+112%	+$9.58M	0.96%	38
2024 Q4	$8.75M	Hold	233,034	–	–	0.51%	59
2024 Q3	$8.65M	Hold	233,034	–	–	0.45%	63
2024 Q2	$7.56M	Hold	233,034	–	–	0.49%	54
2024 Q1	$8.34M	Hold	233,034	–	–	0.49%	58
2023 Q4	$8.75M	Hold	233,034	–	–	0.56%	53
2023 Q3	$6.43M	Hold	233,034	–	–	0.49%	58
2023 Q2	$6.91M	Hold	233,034	–	–	0.51%	57
2023 Q1	$8.2M	Hold	233,034	–	–	0.57%	56
2022 Q4	$9.44M	Hold	233,034	–	–	0.7%	47
2022 Q3	$8.33M	Hold	233,034	–	–	0.61%	49
2022 Q2	$8.17M	Hold	233,034	–	–	0.51%	55
2022 Q1	$8.13M	Hold	233,034	–	–	0.39%	58
2021 Q4	$8.45M	Hold	233,034	–	–	0.39%	59
2021 Q3	$8.48M	Hold	233,034	–	–	0.34%	64
2021 Q2	$8.51M	Hold	233,034	–	–	0.36%	61
2021 Q1	$8.99M	Buy	233,034 +11,465	+5%	+$420K	0.41%	52
2020 Q4	$7.18M	Hold	221,569	–	–	0.45%	49
2020 Q3	$4.76M	Hold	221,569	–	–	0.4%	51
2020 Q2	$6.13M	Buy	221,569 +41,403	+23%	+$1.11M	0.59%	46
2020 Q1	$4.16M	Buy	180,166 +1	+0%	+$31	0.49%	55
2019 Q4	$6.96M	Hold	180,165	–	–	0.49%	58
2019 Q3	$6.82M	Hold	180,165	–	–	0.5%	60
2019 Q2	$6.68M	Hold	180,165	–	–	0.42%	63
2019 Q1	$6.53M	Hold	180,165	–	–	0.42%	66
2018 Q4	$5.61M	Hold	180,165	–	–	0.33%	75
2018 Q3	$6.55M	Hold	180,165	–	–	0.3%	77
2018 Q2	$6.56M	Hold	180,165	–	–	0.31%	79
2018 Q1	$6.35M	Hold	180,165	–	–	0.27%	86
2017 Q4	$6.26M	Hold	180,165	–	–	0.29%	81
2017 Q3	$6.69M	Hold	180,165	–	–	0.31%	74
2017 Q2	$7.06M	Hold	180,165	–	–	0.35%	67
2017 Q1	$7.61M	Hold	180,165	–	–	0.39%	71
2016 Q4	$8.33M	Hold	180,165	–	–	0.37%	67
2016 Q3	$6.79M	Hold	180,165	–	–	0.32%	75
2016 Q2	$6.76M	Hold	180,165	–	–	0.39%	70
2016 Q1	$6.61M	Hold	180,165	–	–	0.36%	83
2015 Q4	$6.66M	Hold	180,165	–	–	0.35%	85
2015 Q3	$6.84M	Hold	180,165	–	–	0.34%	83
2015 Q2	$7.25M	Hold	180,165	–	–	0.34%	81
2015 Q1	$6.77M	Hold	180,165	–	–	0.32%	88
2014 Q4	$6.75M	Hold	180,165	–	–	0.31%	87
2014 Q3	$5.57M	Hold	180,165	–	–	0.29%	95
2014 Q2	$5.83M	Hold	180,165	–	–	0.3%	91
2014 Q1	$5.52M	Buy	+180,165	New	+$5.4M	0.29%	91

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

Basswood Capital Management's UBSI Position: Q2 2026 in Review

Basswood Capital Management held its United Bankshares (UBSI) position steady in Q2 2026 at 233,034 shares worth $10.7M. The position accounts for 0.43% of the portfolio, ranked #71.

Basswood Capital Management first reported a position in UBSI in Q1 2014 and has held it in 50 quarters since. The position peaked at $17.1M in Q1 2025. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Basswood Capital Management held 233,034 shares of United Bankshares worth $10.7M as of Q2 2026.
Basswood Capital Management left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up 0.43% of Basswood Capital Management's portfolio in Q2 2026, its #71 holding.
Basswood Capital Management first reported a position in United Bankshares in Q1 2014 and has held it in 50 quarters since.
Basswood Capital Management's United Bankshares position peaked at $17.1M in Q1 2025.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Basswood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.