Bell Investment Advisors’s United Bankshares UBSI Stock Holding History

Bell 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	$3.71K	Hold	81	–	–	﹤0.01%	1105
2026 Q1	$3.36K	Hold	81	–	–	﹤0.01%	1124
2025 Q4	$3.11K	Sell	81 -13	-14%	-$484	﹤0.01%	1188
2025 Q3	$3.5K	Buy	94 +13	+16%	+$485	﹤0.01%	1091
2025 Q2	$2.95K	Hold	81	–	–	﹤0.01%	1203
2025 Q1	$2.81K	Hold	81	–	–	﹤0.01%	1174
2024 Q4	$3.04K	Hold	81	–	–	﹤0.01%	1165
2024 Q3	$3.01K	Hold	81	–	–	﹤0.01%	1182
2024 Q2	$2.63K	Hold	81	–	–	﹤0.01%	1244
2024 Q1	$2.9K	Hold	81	–	–	﹤0.01%	1188
2023 Q4	$3.04K	Buy	81 +18	+29%	+$572	﹤0.01%	1140
2023 Q3	$1.74K	Hold	63	–	–	﹤0.01%	1352
2023 Q2	$1.87K	Hold	63	–	–	﹤0.01%	1335
2023 Q1	$2.22K	Hold	63	–	–	﹤0.01%	1208
2022 Q4	$2.55K	Hold	63	–	–	﹤0.01%	1158
2022 Q3	$2K	Hold	63	–	–	﹤0.01%	1235
2022 Q2	$2K	Buy	+63	New	+$2.21K	﹤0.01%	1249
2021 Q4	$2K	Sell	63 -14	-18%	-$515	﹤0.01%	1244
2021 Q3	$3K	Buy	+77	New	+$2.69K	﹤0.01%	981

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

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

Bell Investment Advisors held its United Bankshares (UBSI) position steady in Q2 2026 at 81 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Bell Investment Advisors first reported a position in UBSI in Q3 2021 and has held it in 19 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Bell Investment Advisors held 81 shares of United Bankshares worth $3.71K as of Q2 2026.
Bell Investment Advisors left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1105 holding.
Bell Investment Advisors first reported a position in United Bankshares in Q3 2021 and has held it in 19 quarters since.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.