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Brighton Jones LLC’s United Bankshares UBSI Stock Holding History

Brighton Jones LLC’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 		$859K Buy
+20,744
New +$862K 0.02% 515
2025
Q4 		– Sell
-18,791
Closed -$699K – 889
2025
Q3 		$699K Buy
18,791
+959
+5% +$35.8K 0.02% 513
2025
Q2 		$650K Buy
17,832
+738
+4% +$25.9K 0.02% 453
2025
Q1 		$593K Buy
17,094
+221
+1% +$8.1K 0.02% 353
2024
Q4 		$634K Buy
16,873
+748
+5% +$29.5K 0.02% 344
2024
Q3 		$598K Sell
16,125
-504
-3% -$18.4K 0.02% 289
2024
Q2 		$539K Sell
16,629
-57
-0.3% -$1.88K 0.02% 338
2024
Q1 		$597K Buy
16,686
+179
+1% +$6.33K 0.02% 310
2023
Q4 		$620K Buy
16,507
+260
+2% +$8.26K 0.03% 278
2023
Q3 		$448K Buy
16,247
+1,641
+11% +$49.4K 0.02% 315
2023
Q2 		$433K Buy
14,606
+152
+1% +$4.79K 0.02% 318
2023
Q1 		$509K Buy
14,454
+126
+0.9% +$4.95K 0.03% 285
2022
Q4 		$580K Buy
14,328
+4,229
+42% +$171K 0.03% 227
2022
Q3 		$361K Buy
10,099
+102
+1% +$3.8K 0.02% 299
2022
Q2 		$351K Buy
9,997
+69
+0.7% +$2.42K 0.02% 312
2022
Q1 		$346K Buy
9,928
+127
+1% +$4.61K 0.02% 335
2021
Q4 		$356K Buy
9,801
+94
+1% +$3.46K 0.02% 336
2021
Q3 		$353K Buy
9,707
+90
+0.9% +$3.15K 0.02% 329
2021
Q2 		$351K Hold
9,617
– – 0.02% 320
2021
Q1 		$371K Buy
+9,617
New +$353K 0.02% 277

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 $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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brighton Jones LLC's UBSI Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in United Bankshares (UBSI) in Q1 2026: 20,744 shares worth $859K. The stake represents 0.02% of the portfolio and ranks #515 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in UBSI as recently as Q3 2025.

Brighton Jones LLC first reported a position in UBSI in Q1 2021 and has held it in 20 quarters since. 419 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Brighton Jones LLC held 20,744 shares of United Bankshares worth $859K as of Q1 2026.
  • United Bankshares was a new Brighton Jones LLC position in Q1 2026.
  • United Bankshares made up 0.02% of Brighton Jones LLC's portfolio in Q1 2026, its #515 holding.
  • Brighton Jones LLC first reported a position in United Bankshares in Q1 2021 and has held it in 20 quarters since.
  • 419 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.