BOK Financial Private Wealth’s United Bankshares UBSI Stock Holding History

BOK Financial Private 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 Q2	$9.24K	Buy	+200	New	+$8.75K	﹤0.01%	411

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

BOK Financial Private Wealth's UBSI Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in United Bankshares (UBSI) in Q2 2026: 200 shares worth $9.24K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings.

447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

BOK Financial Private Wealth held 200 shares of United Bankshares worth $9.24K as of Q2 2026.
United Bankshares was a new BOK Financial Private Wealth position in Q2 2026.
United Bankshares made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #411 holding.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.