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Beacon Pointe Advisors’s United Bankshares UBSI Stock Holding History

Beacon Pointe 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
-6,473
Closed -$268K – 2039
2026
Q1 		$268K Buy
+6,473
New +$269K ﹤0.01% 1599

Other funds holding UBSI

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State Street
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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 Pointe Advisors's UBSI Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of United Bankshares (UBSI) in Q2 2026, closing a stake of 6,473 shares — an estimated $268K sold.

Beacon Pointe Advisors first reported a position in UBSI in Q1 2026 and held it in 1 quarter. The position peaked at $268K in Q1 2026. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining United Bankshares position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 6,473 United Bankshares shares in Q2 2026, an estimated $268K.
  • Beacon Pointe Advisors first reported a position in United Bankshares in Q1 2026 and held it in 1 quarter.
  • Beacon Pointe Advisors's United Bankshares position peaked at $268K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.