Beacon Investment Advisors’s United Bankshares UBSI Stock Holding History

Beacon Investment 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 Q1	$227K	Sell	5,481 -235	-4%	-$9.77K	0.09%	159
2025 Q4	$220K	Buy	5,716 +42	+0.7%	+$1.56K	0.09%	158
2025 Q3	$211K	Buy	5,674 +43	+0.8%	+$1.6K	0.09%	155
2025 Q2	$205K	Buy	+5,631	New	+$198K	0.09%	152
2025 Q1	–	Sell	-5,544	Closed	-$208K	–	158
2024 Q4	$208K	Buy	5,544 +41	+0.7%	+$1.61K	0.1%	143
2024 Q3	$204K	Buy	+5,503	New	+$201K	0.1%	145
2024 Q1	–	Sell	-5,374	Closed	-$202K	–	135
2023 Q4	$202K	Buy	+5,374	New	+$171K	0.13%	119

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Beacon Investment Advisors's UBSI Position: Q1 2026 in Review

Beacon Investment Advisors reduced its United Bankshares (UBSI) stake by 4.1% in Q1 2026, selling an estimated $9.77K and leaving 5,481 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #159.

Beacon Investment Advisors first reported a position in UBSI in Q4 2023 and has held it in 7 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Beacon Investment Advisors held 5,481 shares of United Bankshares worth $227K as of Q1 2026.
Beacon Investment Advisors sold 235 United Bankshares shares in Q1 2026, an estimated $9.77K.
United Bankshares made up 0.09% of Beacon Investment Advisors's portfolio in Q1 2026, its #159 holding.
Beacon Investment Advisors first reported a position in United Bankshares in Q4 2023 and has held it in 7 quarters since.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.