BIG
UBSI icon

Brooklyn Investment Group’s United Bankshares UBSI Stock Holding History

Brooklyn Investment Group’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 		$575K Sell
13,891
-19,716
-59% -$820K 0.02% 932
2025
Q4 		$1.31M Buy
+33,607
New +$1.25M 0.06% 261
2025
Q3 		– Sell
-812
Closed -$29.6K – 2553
2025
Q2 		$29.6K Buy
812
+536
+194% +$18.8K ﹤0.01% 1640
2025
Q1 		$9.57K Buy
+276
New +$10.1K ﹤0.01% 1534

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brooklyn Investment Group's UBSI Position: Q1 2026 in Review

Brooklyn Investment Group reduced its United Bankshares (UBSI) stake by 59% in Q1 2026, selling an estimated $820K and leaving 13,891 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #932.

Brooklyn Investment Group first reported a position in UBSI in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2025. 419 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Brooklyn Investment Group held 13,891 shares of United Bankshares worth $575K as of Q1 2026.
  • Brooklyn Investment Group sold 19,716 United Bankshares shares in Q1 2026, an estimated $820K.
  • United Bankshares made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #932 holding.
  • Brooklyn Investment Group first reported a position in United Bankshares in Q1 2025 and has held it in 4 quarters since.
  • Brooklyn Investment Group's United Bankshares position peaked at $1.31M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.