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BOK Financial’s United Bankshares UBSI Stock Holding History

BOK Financial’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
2025
Q3 		– Sell
-61
Closed -$2.22K – 1214
2025
Q2 		$2.22K Hold
61
– – ﹤0.01% 1043
2025
Q1 		$2.12K Hold
61
– – ﹤0.01% 1114
2024
Q4 		$2.18K Buy
+61
New +$2.4K ﹤0.01% 1133

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BOK Financial's UBSI Position: Q3 2025 in Review

BOK Financial sold out of United Bankshares (UBSI) in Q3 2025, closing a stake of 61 shares — an estimated $2.22K sold.

BOK Financial first reported a position in UBSI in Q4 2024 and held it in 3 quarters. The position peaked at $2.22K in Q2 2025. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

  • BOK Financial reported no remaining United Bankshares position as of Q3 2025 after selling out during the quarter.
  • BOK Financial sold 61 United Bankshares shares in Q3 2025, an estimated $2.22K.
  • BOK Financial first reported a position in United Bankshares in Q4 2024 and held it in 3 quarters.
  • BOK Financial's United Bankshares position peaked at $2.22K in Q2 2025.
  • 371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.