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Blue Trust Inc’s United Bankshares UBSI Stock Holding History

Blue Trust Inc’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 		$58.7K Sell
1,280
-10
-0.8% -$437 ﹤0.01% 1285
2026
Q1 		$53.4K Sell
1,290
-29
-2% -$1.21K ﹤0.01% 1298
2025
Q4 		$50.6K Buy
1,319
+157
+14% +$5.85K ﹤0.01% 1359
2025
Q3 		$43.2K Sell
1,162
-1,325
-53% -$49.4K ﹤0.01% 1459
2025
Q2 		$90.6K Buy
2,487
+163
+7% +$5.72K ﹤0.01% 1091
2025
Q1 		$80.6K Buy
2,324
+272
+13% +$9.96K ﹤0.01% 1097
2024
Q4 		$77.1K Sell
2,052
-1,127
-35% -$44.4K ﹤0.01% 1042
2024
Q3 		$103K Sell
3,179
-3,468
-52% -$127K ﹤0.01% 1202
2024
Q2 		$238K Buy
6,647
+6,431
+2,977% +$213K ﹤0.01% 646
2024
Q1 		$7.73K Sell
216
-274
-56% -$9.69K ﹤0.01% 1513
2023
Q4 		$13K Buy
490
+344
+236% +$10.9K ﹤0.01% 1495
2023
Q3 		$4K Buy
146
+34
+30% +$1.02K ﹤0.01% 1720
2023
Q2 		$3K Sell
112
-1,291
-92% -$40.6K ﹤0.01% 1685
2023
Q1 		$57K Buy
1,403
+85
+6% +$3.34K ﹤0.01% 983
2022
Q4 		$47K Buy
1,318
+137
+12% +$5.55K ﹤0.01% 949
2022
Q3 		$41K Buy
1,181
+820
+227% +$30.6K ﹤0.01% 833
2022
Q2 		$12K Buy
+361
New +$12.7K ﹤0.01% 1158

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Trust Inc's UBSI Position: Q2 2026 in Review

Blue Trust Inc reduced its United Bankshares (UBSI) stake by 0.78% in Q2 2026, selling an estimated $437 and leaving 1,280 shares worth $58.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Blue Trust Inc first reported a position in UBSI in Q2 2022 and has held it in 17 quarters since. The position peaked at $238K in Q2 2024. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Blue Trust Inc held 1,280 shares of United Bankshares worth $58.7K as of Q2 2026.
  • Blue Trust Inc sold 10 United Bankshares shares in Q2 2026, an estimated $437.
  • United Bankshares made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1285 holding.
  • Blue Trust Inc first reported a position in United Bankshares in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's United Bankshares position peaked at $238K in Q2 2024.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.