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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
Q1 		$268K Buy
+6,473
New +$269K ﹤0.01% 1599

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Beacon Pointe Advisors opened a new position in United Bankshares (UBSI) in Q1 2026: 6,473 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #1599 among its holdings.

417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Beacon Pointe Advisors held 6,473 shares of United Bankshares worth $268K as of Q1 2026.
  • United Bankshares was a new Beacon Pointe Advisors position in Q1 2026.
  • United Bankshares made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1599 holding.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.