Bay Harbor Wealth Management’s United Bankshares UBSI Stock Holding History

Bay Harbor 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	$1.11K	Buy	24 +8	+50%	+$350	﹤0.01%	834
2026 Q1	$668	Buy	16 +5	+45%	+$208	﹤0.01%	907
2025 Q4	$426	Buy	11 +2	+22%	+$74	﹤0.01%	917
2025 Q3	$338	Buy	9 +1	+13%	+$37	﹤0.01%	869
2025 Q2	$294	Buy	8 +5	+167%	+$176	﹤0.01%	803
2025 Q1	$105	Buy	+3	New	+$110	﹤0.01%	867
2021 Q1	–	Sell	-118	Closed	-$4K	–	413
2020 Q4	$4K	Hold	118	–	–	﹤0.01%	302
2020 Q3	$3K	Hold	118	–	–	﹤0.01%	298
2020 Q2	$3K	Hold	118	–	–	﹤0.01%	272
2020 Q1	$3K	Hold	118	–	–	﹤0.01%	253
2019 Q4	$5K	Hold	118	–	–	﹤0.01%	255
2019 Q3	$4K	Buy	118 +59	+100%	+$2.19K	﹤0.01%	277
2019 Q2	$2K	Hold	59	–	–	﹤0.01%	312
2019 Q1	$2K	Hold	59	–	–	﹤0.01%	350
2018 Q4	$2K	Buy	+59	New	+$1.99K	﹤0.01%	332

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

Bay Harbor Wealth Management's UBSI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its United Bankshares (UBSI) stake by 50% in Q2 2026, buying an estimated $350 and bringing the position to 24 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Bay Harbor Wealth Management first reported a position in UBSI in Q4 2018 and has held it in 15 quarters since. The position peaked at $5K in Q4 2019. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Bay Harbor Wealth Management held 24 shares of United Bankshares worth $1.11K as of Q2 2026.
Bay Harbor Wealth Management bought 8 United Bankshares shares in Q2 2026, an estimated $350.
United Bankshares made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #834 holding.
Bay Harbor Wealth Management first reported a position in United Bankshares in Q4 2018 and has held it in 15 quarters since.
Bay Harbor Wealth Management's United Bankshares position peaked at $5K in Q4 2019.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

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