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Braun-Bostich & Associates’s United Bankshares UBSI Stock Holding History

Braun-Bostich & Associates’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 		$423K Buy
9,220
+12
+0.1% +$525 0.24% 71
2026
Q1 		$381K Sell
9,208
-36
-0.4% -$1.5K 0.24% 71
2025
Q4 		$355K Sell
9,244
-12
-0.1% -$447 0.22% 77
2025
Q3 		$344K Buy
9,256
+387
+4% +$14.4K 0.22% 79
2025
Q2 		$323K Sell
8,869
-60
-0.7% -$2.11K 0.22% 82
2025
Q1 		$310K Buy
8,929
+7
+0.1% +$256 0.23% 81
2024
Q4 		$335K Sell
8,922
-85
-0.9% -$3.35K 0.24% 72
2024
Q3 		$334K Buy
9,007
+51
+0.6% +$1.86K 0.23% 74
2024
Q2 		$291K Buy
8,956
+50
+0.6% +$1.65K 0.22% 79
2024
Q1 		$319K Sell
8,906
-2
-0% -$71 0.27% 89
2023
Q4 		$334K Buy
8,908
+70
+0.8% +$2.22K 0.3% 82
2023
Q3 		$244K Buy
+8,838
New +$266K 0.45% 42
2020
Q4 		– Sell
-8,838
Closed -$190K – 208
2020
Q3 		$190K Hold
8,838
– – 0.19% 94
2020
Q2 		$244K Hold
8,838
– – 0.24% 66
2020
Q1 		$200K Hold
8,838
– – 0.25% 72
2019
Q4 		$342K Hold
8,838
– – 0.34% 61
2019
Q3 		$335K Hold
8,838
– – 0.39% 59
2019
Q2 		$328K Hold
8,838
– – 0.34% 55
2019
Q1 		$320K Hold
8,838
– – 0.33% 76
2018
Q4 		$275K Hold
8,838
– – 0.29% 89
2018
Q3 		$321K Hold
8,838
– – 0.31% 84
2018
Q2 		$322K Hold
8,838
– – 0.32% 86
2018
Q1 		$312K Sell
8,838
-1,299
-13% -$47K 0.27% 99
2017
Q4 		$352K Buy
+10,137
New +$366K 0.3% 94

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

Braun-Bostich & Associates's UBSI Position: Q2 2026 in Review

Braun-Bostich & Associates increased its United Bankshares (UBSI) stake by 0.13% in Q2 2026, buying an estimated $525 and bringing the position to 9,220 shares worth $423K. The position accounts for 0.24% of the portfolio, ranked #71.

Braun-Bostich & Associates first reported a position in UBSI in Q4 2017 and has held it in 24 quarters since. 449 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Braun-Bostich & Associates held 9,220 shares of United Bankshares worth $423K as of Q2 2026.
  • Braun-Bostich & Associates bought 12 United Bankshares shares in Q2 2026, an estimated $525.
  • United Bankshares made up 0.24% of Braun-Bostich & Associates's portfolio in Q2 2026, its #71 holding.
  • Braun-Bostich & Associates first reported a position in United Bankshares in Q4 2017 and has held it in 24 quarters since.
  • 449 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.