Brown Advisory’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.24M | Sell |
70,765
-8,641
| -11% | -$378K | 0.01% | 637 |
|
|
2026
Q1 | $3.29M | Sell |
79,406
-3,870
| -5% | -$161K | 0.01% | 598 |
|
|
2025
Q4 | $3.2M | Sell |
83,276
-593
| -0.7% | -$22.1K | ﹤0.01% | 605 |
|
|
2025
Q3 | $3.12M | Sell |
83,869
-3,186
| -4% | -$119K | ﹤0.01% | 599 |
|
|
2025
Q2 | $3.17M | Sell |
87,055
-1,162
| -1% | -$40.8K | ﹤0.01% | 581 |
|
|
2025
Q1 | $3.06M | Sell |
88,217
-5,473
| -6% | -$201K | ﹤0.01% | 574 |
|
|
2024
Q4 | $3.52M | Buy |
93,690
+20,519
| +28% | +$808K | ﹤0.01% | 560 |
|
|
2024
Q3 | $2.71M | Sell |
73,171
-980
| -1% | -$35.8K | ﹤0.01% | 600 |
|
|
2024
Q2 | $2.41M | Sell |
74,151
-3,873
| -5% | -$128K | ﹤0.01% | 600 |
|
|
2024
Q1 | $2.79M | Sell |
78,024
-2,715
| -3% | -$96K | ﹤0.01% | 576 |
|
|
2023
Q4 | $3.03M | Hold |
80,739
| – | – | ﹤0.01% | 555 |
|
|
2023
Q3 | $2.23M | Sell |
80,739
-662
| -0.8% | -$19.9K | ﹤0.01% | 589 |
|
|
2023
Q2 | $2.42M | Sell |
81,401
-55,689
| -41% | -$1.75M | ﹤0.01% | 579 |
|
|
2023
Q1 | $4.83M | Buy |
137,090
+166
| +0.1% | +$6.51K | 0.01% | 484 |
|
|
2022
Q4 | $5.54M | Buy |
136,924
+865
| +0.6% | +$35.1K | 0.01% | 460 |
|
|
2022
Q3 | $4.86M | Buy |
136,059
+10,532
| +8% | +$393K | 0.01% | 457 |
|
|
2022
Q2 | $4.4M | Sell |
125,527
-809
| -0.6% | -$28.4K | 0.01% | 470 |
|
|
2022
Q1 | $4.41M | Sell |
126,336
-1,837
| -1% | -$66.7K | 0.01% | 486 |
|
|
2021
Q4 | $4.65M | Sell |
128,173
-5,607
| -4% | -$206K | 0.01% | 489 |
|
|
2021
Q3 | $4.87M | Sell |
133,780
-1,930
| -1% | -$67.5K | 0.01% | 458 |
|
|
2021
Q2 | $4.95M | Sell |
135,710
-4,227
| -3% | -$166K | 0.01% | 460 |
|
|
2021
Q1 | $5.4M | Sell |
139,937
-30,116
| -18% | -$1.1M | 0.01% | 455 |
|
|
2020
Q4 | $5.51M | Sell |
170,053
-3,220
| -2% | -$90.9K | 0.01% | 412 |
|
|
2020
Q3 | $3.72M | Sell |
173,273
-11,099
| -6% | -$289K | 0.01% | 438 |
|
|
2020
Q2 | $5.1M | Buy |
184,372
+1,465
| +0.8% | +$39.3K | 0.01% | 385 |
|
|
2020
Q1 | $4.22M | Sell |
182,907
-93,666
| -34% | -$2.94M | 0.01% | 384 |
|
|
2019
Q4 | $10.7M | Sell |
276,573
-6,154
| -2% | -$237K | 0.03% | 319 |
|
|
2019
Q3 | $10.7M | Sell |
282,727
-4,955
| -2% | -$184K | 0.03% | 310 |
|
|
2019
Q2 | $10.7M | Sell |
287,682
-20,245
| -7% | -$760K | 0.03% | 313 |
|
|
2019
Q1 | $11.2M | Sell |
307,927
-10,901
| -3% | -$393K | 0.03% | 336 |
|
|
2018
Q4 | $9.92M | Sell |
318,828
-8,503
| -3% | -$287K | 0.03% | 328 |
|
|
2018
Q3 | $11.9M | Buy |
327,331
+3,248
| +1% | +$123K | 0.03% | 309 |
|
|
2018
Q2 | $11.8M | Sell |
324,083
-62,033
| -16% | -$2.22M | 0.04% | 301 |
|
|
2018
Q1 | $13.6M | Buy |
386,116
+35,011
| +10% | +$1.27M | 0.04% | 270 |
|
|
2017
Q4 | $12.2M | Sell |
351,105
-10,265
| -3% | -$370K | 0.04% | 286 |
|
|
2017
Q3 | $13.4M | Buy |
361,370
+1,086
| +0.3% | +$38.2K | 0.04% | 266 |
|
|
2017
Q2 | $14.1M | Buy |
360,284
+28,395
| +9% | +$1.13M | 0.04% | 266 |
|
|
2017
Q1 | $14M | Sell |
331,889
-57,490
| -15% | -$2.53M | 0.05% | 254 |
|
|
2016
Q4 | $18M | Sell |
389,379
-19,883
| -5% | -$844K | 0.06% | 222 |
|
|
2016
Q3 | $15.4M | Buy |
409,262
+392,045
| +2,277% | +$15M | 0.05% | 236 |
|
|
2016
Q2 | $646K | Buy |
17,217
+9,880
| +135% | +$373K | ﹤0.01% | 680 |
|
|
2016
Q1 | $269K | Hold |
7,337
| – | – | ﹤0.01% | 860 |
|
|
2015
Q4 | $271K | Hold |
7,337
| – | – | ﹤0.01% | 823 |
|
|
2015
Q3 | $279K | Buy |
+7,337
| New | +$288K | ﹤0.01% | 817 |
|
|
2015
Q1 | – | Sell |
-5,367
| Closed | -$201K | – | 958 |
|
|
2014
Q4 | $201K | Buy |
+5,367
| New | +$184K | ﹤0.01% | 875 |
|
Other funds holding UBSI
Brown Advisory's UBSI Position: Q2 2026 in Review
Brown Advisory reduced its United Bankshares (UBSI) stake by 11% in Q2 2026, selling an estimated $378K and leaving 70,765 shares worth $3.24M. The position accounts for 0.01% of the portfolio, ranked #637.
Brown Advisory first reported a position in UBSI in Q4 2014 and has held it in 45 quarters since. The position peaked at $18M in Q4 2016. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.
- Brown Advisory held 70,765 shares of United Bankshares worth $3.24M as of Q2 2026.
- Brown Advisory sold 8,641 United Bankshares shares in Q2 2026, an estimated $378K.
- United Bankshares made up 0.01% of Brown Advisory's portfolio in Q2 2026, its #637 holding.
- Brown Advisory first reported a position in United Bankshares in Q4 2014 and has held it in 45 quarters since.
- Brown Advisory's United Bankshares position peaked at $18M in Q4 2016.
- 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.
Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.