Burkett Financial Services’s United Bankshares UBSI Stock Holding History

Burkett Financial Services’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	$18.9K	Buy	412 +3	+0.7%	+$131	0.01%	152
2026 Q1	$17K	Buy	409 +4	+1%	+$166	0.01%	151
2025 Q4	$15.6K	Buy	405 +4	+1%	+$149	0.01%	148
2025 Q3	$14.9K	Buy	401 +4	+1%	+$149	0.01%	147
2025 Q2	$14.5K	Buy	397 +4	+1%	+$140	0.01%	137
2025 Q1	$13.6K	Buy	393 +4	+1%	+$147	0.01%	152
2024 Q4	$14.6K	Buy	389 +4	+1%	+$157	0.01%	131
2024 Q3	$14.3K	Buy	385 +4	+1%	+$146	0.01%	124
2024 Q2	$12.4K	Sell	381 -3,606	-90%	-$119K	0.01%	130
2024 Q1	$143K	Buy	3,987 +29	+0.7%	+$1.02K	0.07%	49
2023 Q4	$149K	Buy	+3,958	New	+$126K	0.08%	50

Other funds holding UBSI

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Burkett Financial Services's UBSI Position: Q2 2026 in Review

Burkett Financial Services increased its United Bankshares (UBSI) stake by 0.73% in Q2 2026, buying an estimated $131 and bringing the position to 412 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #152.

Burkett Financial Services first reported a position in UBSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $149K in Q4 2023. 91 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Burkett Financial Services held 412 shares of United Bankshares worth $18.9K as of Q2 2026.
Burkett Financial Services bought 3 United Bankshares shares in Q2 2026, an estimated $131.
United Bankshares made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #152 holding.
Burkett Financial Services first reported a position in United Bankshares in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's United Bankshares position peaked at $149K in Q4 2023.
91 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.