BIP Wealth’s United Bankshares UBSI Stock Holding History

BIP Wealth’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	$896K	Buy	21,627 +2,937	+16%	+$122K	0.04%	219
2025 Q4	$718K	Buy	+18,690	New	+$696K	0.03%	249

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BIP Wealth's UBSI Position: Q1 2026 in Review

BIP Wealth increased its United Bankshares (UBSI) stake by 16% in Q1 2026, buying an estimated $122K and bringing the position to 21,627 shares worth $896K. The position accounts for 0.04% of the portfolio, ranked #219.

BIP Wealth first reported a position in UBSI in Q4 2025 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

BIP Wealth held 21,627 shares of United Bankshares worth $896K as of Q1 2026.
BIP Wealth bought 2,937 United Bankshares shares in Q1 2026, an estimated $122K.
United Bankshares made up 0.04% of BIP Wealth's portfolio in Q1 2026, its #219 holding.
BIP Wealth first reported a position in United Bankshares in Q4 2025 and has held it in 2 quarters since.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.