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Brown Miller Wealth Management’s United Bankshares UBSI Stock Holding History

Brown Miller Wealth Management’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 		$591K Buy
12,892
+117
+0.9% +$5.12K 0.15% 112
2026
Q1 		$529K Buy
12,775
+125
+1% +$5.2K 0.15% 117
2025
Q4 		$486K Buy
12,650
+125
+1% +$4.66K 0.13% 114
2025
Q3 		$466K Buy
12,525
+126
+1% +$4.7K 0.13% 126
2025
Q2 		$452K Buy
12,399
+132
+1% +$4.63K 0.14% 117
2025
Q1 		$425K Buy
12,267
+119
+1% +$4.36K 0.15% 115
2024
Q4 		$456K Buy
12,148
+121
+1% +$4.76K 0.17% 83
2024
Q3 		$446K Buy
12,027
+135
+1% +$4.93K 0.17% 85
2024
Q2 		$386K Buy
11,892
+122
+1% +$4.03K 0.16% 89
2024
Q1 		$421K Buy
11,770
+116
+1% +$4.1K 0.19% 88
2023
Q4 		$438K Buy
11,654
+150
+1% +$4.76K 0.22% 85
2023
Q3 		$317K Buy
11,504
+137
+1% +$4.13K 0.18% 99
2023
Q2 		$337K Buy
11,367
+115
+1% +$3.62K 0.18% 98
2023
Q1 		$396K Buy
11,252
+99
+0.9% +$3.88K 0.23% 82
2022
Q4 		$452K Buy
11,153
+110
+1% +$4.46K 0.29% 73
2022
Q3 		$394K Buy
11,043
+112
+1% +$4.17K 0.28% 71
2022
Q2 		$383K Buy
10,931
+110
+1% +$3.86K 0.26% 74
2022
Q1 		$377K Buy
10,821
+106
+1% +$3.85K 0.22% 80
2021
Q4 		$388K Buy
10,715
+101
+1% +$3.72K 0.22% 85
2021
Q3 		$386K Buy
10,614
+100
+1% +$3.5K 0.24% 83
2021
Q2 		$383K Sell
10,514
-3,359
-24% -$132K 0.24% 83
2021
Q1 		$535K Buy
13,873
+110
+0.8% +$4.03K 0.38% 61
2020
Q4 		$446K Buy
+13,763
New +$389K 0.33% 64

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

Brown Miller Wealth Management's UBSI Position: Q2 2026 in Review

Brown Miller Wealth Management increased its United Bankshares (UBSI) stake by 0.92% in Q2 2026, buying an estimated $5.12K and bringing the position to 12,892 shares worth $591K. The position accounts for 0.15% of the portfolio, ranked #112.

Brown Miller Wealth Management first reported a position in UBSI in Q4 2020 and has held it in 23 quarters since. 449 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Brown Miller Wealth Management held 12,892 shares of United Bankshares worth $591K as of Q2 2026.
  • Brown Miller Wealth Management bought 117 United Bankshares shares in Q2 2026, an estimated $5.12K.
  • United Bankshares made up 0.15% of Brown Miller Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Brown Miller Wealth Management first reported a position in United Bankshares in Q4 2020 and has held it in 23 quarters since.
  • 449 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.