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Belpointe Asset Management’s United Bankshares UBSI Stock Holding History

Belpointe Asset Management’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 		$434K Buy
9,467
+39
+0.4% +$1.71K 0.01% 768
2026
Q1 		$391K Sell
9,428
-355
-4% -$14.8K 0.01% 771
2025
Q4 		$376K Hold
9,783
– – 0.01% 749
2025
Q3 		$364K Sell
9,783
-350
-3% -$13K 0.01% 734
2025
Q2 		$369K Sell
10,133
-1
-0% -$35 0.02% 688
2025
Q1 		$351K Buy
10,134
+1
+0% +$37 0.02% 672
2024
Q4 		$394K Hold
10,133
– – 0.02% 572
2024
Q3 		$376K Hold
10,133
– – 0.02% 584
2024
Q2 		$329K Hold
10,133
– – 0.02% 561
2024
Q1 		$363K Hold
10,133
– – 0.03% 522
2023
Q4 		$380K Buy
10,133
+25
+0.2% +$794 0.03% 449
2023
Q3 		$279K Buy
10,108
+260
+3% +$7.83K 0.03% 496
2023
Q2 		$292K Buy
9,848
+1,360
+16% +$42.8K 0.03% 459
2023
Q1 		$299K Buy
8,488
+335
+4% +$13.1K 0.02% 763
2022
Q4 		$330K Sell
8,153
-210
-3% -$8.51K 0.02% 696
2022
Q3 		$300K Buy
8,363
+380
+5% +$14.2K 0.02% 689
2022
Q2 		$280K Hold
7,983
– – 0.02% 704
2022
Q1 		$279K Hold
7,983
– – 0.02% 761
2021
Q4 		$290K Hold
7,983
– – 0.02% 731
2021
Q3 		$291K Sell
7,983
-74
-0.9% -$2.59K 0.02% 693
2021
Q2 		$294K Buy
8,057
+174
+2% +$6.84K 0.02% 678
2021
Q1 		$304K Sell
7,883
-1,548
-16% -$56.8K 0.03% 597
2020
Q4 		$306K Sell
9,431
-13
-0.1% -$367 0.03% 548
2020
Q3 		$202K Hold
9,444
– – 0.02% 545
2020
Q2 		$261K Buy
9,444
+13
+0.1% +$349 0.03% 449
2020
Q1 		$218K Hold
9,431
– – 0.04% 409
2019
Q4 		$365K Hold
9,431
– – 0.05% 394
2019
Q3 		$357K Hold
9,431
– – 0.06% 361
2019
Q2 		$350K Hold
9,431
– – 0.07% 302
2019
Q1 		$342K Hold
9,431
– – 0.07% 221
2018
Q4 		$293K Buy
9,431
+177
+2% +$5.97K 0.07% 283
2018
Q3 		$336K Hold
9,254
– – 0.05% 334
2018
Q2 		$337K Hold
9,254
– – 0.09% 234
2018
Q1 		$326K Hold
9,254
– – 0.1% 238
2017
Q4 		$322K Hold
9,254
– – 0.07% 322
2017
Q3 		$344K Buy
+9,254
New +$326K 0.08% 290

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Belpointe Asset Management's UBSI Position: Q2 2026 in Review

Belpointe Asset Management increased its United Bankshares (UBSI) stake by 0.41% in Q2 2026, buying an estimated $1.71K and bringing the position to 9,467 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #768.

Belpointe Asset Management first reported a position in UBSI in Q3 2017 and has held it in 36 quarters since. 156 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Belpointe Asset Management held 9,467 shares of United Bankshares worth $434K as of Q2 2026.
  • Belpointe Asset Management bought 39 United Bankshares shares in Q2 2026, an estimated $1.71K.
  • United Bankshares made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #768 holding.
  • Belpointe Asset Management first reported a position in United Bankshares in Q3 2017 and has held it in 36 quarters since.
  • 156 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.