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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
Q2 		$253K Buy
5,517
+36
+0.7% +$1.57K 0.08% 161
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
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

Beacon Investment Advisors's UBSI Position: Q2 2026 in Review

Beacon Investment Advisors increased its United Bankshares (UBSI) stake by 0.66% in Q2 2026, buying an estimated $1.57K and bringing the position to 5,517 shares worth $253K. The position accounts for 0.08% of the portfolio, ranked #161.

Beacon Investment Advisors first reported a position in UBSI in Q4 2023 and has held it in 8 quarters since. 449 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Beacon Investment Advisors held 5,517 shares of United Bankshares worth $253K as of Q2 2026.
  • Beacon Investment Advisors bought 36 United Bankshares shares in Q2 2026, an estimated $1.57K.
  • United Bankshares made up 0.08% of Beacon Investment Advisors's portfolio in Q2 2026, its #161 holding.
  • Beacon Investment Advisors first reported a position in United Bankshares in Q4 2023 and has held it in 8 quarters since.
  • 449 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.