Bessemer Group’s United Bankshares UBSI Stock Holding History

Bessemer Group’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	$29K	Hold	628	–	–	﹤0.01%	1871
2026 Q1	$27K	Buy	628 +207	+49%	+$8.61K	﹤0.01%	1845
2025 Q4	$16K	Hold	421	–	–	﹤0.01%	1961
2025 Q3	$16K	Sell	421 -83	-16%	-$3.09K	﹤0.01%	1788
2025 Q2	$18K	Buy	504 +253	+101%	+$8.88K	﹤0.01%	1607
2025 Q1	$9K	Sell	251 -92	-27%	-$3.37K	﹤0.01%	1832
2024 Q4	$13K	Buy	343 +166	+94%	+$6.54K	﹤0.01%	1668
2024 Q3	$7K	Sell	177 -9	-5%	-$328	﹤0.01%	1811
2024 Q2	$6K	Sell	186 -432	-70%	-$14.3K	﹤0.01%	1659
2024 Q1	$22K	Buy	618 +432	+232%	+$15.3K	﹤0.01%	1414
2023 Q4	$7K	Buy	186 +131	+238%	+$4.16K	﹤0.01%	1687
2023 Q3	$1K	Sell	55 -38,171	-100%	-$1.15M	﹤0.01%	2130
2023 Q2	$1.14M	Buy	38,226 +18	+0%	+$567	﹤0.01%	607
2023 Q1	$1.34M	Buy	+38,208	New	+$1.5M	﹤0.01%	531
2022 Q4	–	Sell	-375	Closed	-$15.2K	–	2154
2022 Q3	$13K	Buy	+375	New	+$14K	﹤0.01%	1495
2021 Q1	–	Sell	-836	Closed	-$27K	–	1646
2020 Q4	$27K	Hold	836	–	–	﹤0.01%	1122
2020 Q3	$18K	Hold	836	–	–	﹤0.01%	1065
2020 Q2	$23K	Sell	836 -2,790	-77%	-$74.9K	﹤0.01%	1440
2020 Q1	$84K	Hold	3,626	–	–	﹤0.01%	1150
2019 Q4	$140K	Hold	3,626	–	–	﹤0.01%	1132
2019 Q3	$137K	Hold	3,626	–	–	﹤0.01%	1124
2019 Q2	$134K	Sell	3,626 -181	-5%	-$6.8K	﹤0.01%	1154
2019 Q1	$138K	Sell	3,807 -214	-5%	-$7.72K	﹤0.01%	1073
2018 Q4	$125K	Buy	4,021 +3,185	+381%	+$108K	﹤0.01%	1102
2018 Q3	$30K	Hold	836	–	–	﹤0.01%	1375
2018 Q2	$30K	Hold	836	–	–	﹤0.01%	1327
2018 Q1	$29K	Hold	836	–	–	﹤0.01%	1338
2017 Q4	$29K	Hold	836	–	–	﹤0.01%	1351
2017 Q3	$31K	Hold	836	–	–	﹤0.01%	1391
2017 Q2	$33K	Hold	836	–	–	﹤0.01%	1382
2017 Q1	$35K	Hold	836	–	–	﹤0.01%	1371
2016 Q4	$39K	Hold	836	–	–	﹤0.01%	1402
2016 Q3	$31K	Hold	836	–	–	﹤0.01%	1285
2016 Q2	$31K	Sell	836 -81	-9%	-$3.06K	﹤0.01%	936
2016 Q1	$34K	Buy	917 +81	+10%	+$2.84K	﹤0.01%	968
2015 Q4	$31K	Hold	836	–	–	﹤0.01%	1050
2015 Q3	$32K	Hold	836	–	–	﹤0.01%	1037
2015 Q2	$34K	Hold	836	–	–	﹤0.01%	1044
2015 Q1	$31K	Hold	836	–	–	﹤0.01%	1060
2014 Q4	$31K	Hold	836	–	–	﹤0.01%	1035
2014 Q3	$26K	Hold	836	–	–	﹤0.01%	980
2014 Q2	$27K	Hold	836	–	–	﹤0.01%	972
2014 Q1	$26K	Hold	836	–	–	﹤0.01%	957
2013 Q4	$27K	Hold	836	–	–	﹤0.01%	952
2013 Q3	$24K	Hold	836	–	–	﹤0.01%	925
2013 Q2	$22K	Buy	+836	New	+$21.5K	﹤0.01%	904

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

Bessemer Group's UBSI Position: Q2 2026 in Review

Bessemer Group held its United Bankshares (UBSI) position steady in Q2 2026 at 628 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

Bessemer Group first reported a position in UBSI in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.34M in Q1 2023. 448 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Bessemer Group held 628 shares of United Bankshares worth $29K as of Q2 2026.
Bessemer Group left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1871 holding.
Bessemer Group first reported a position in United Bankshares in Q2 2013 and has held it in 46 quarters since.
Bessemer Group's United Bankshares position peaked at $1.34M in Q1 2023.
448 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.