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Cape Investment Advisory’s United Bankshares UBSI Stock Holding History

Cape Investment Advisory’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 		$141K Buy
+3,067
New +$134K 0.04% 288
2026
Q1 		– Sell
-3,010
Closed -$116K – 1138
2025
Q4 		$116K Buy
+3,010
New +$112K 0.04% 279
2025
Q3 		– Sell
-2,950
Closed -$107K – 1178
2025
Q2 		$107K Buy
+2,950
New +$104K 0.04% 253

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cape Investment Advisory's UBSI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in United Bankshares (UBSI) in Q2 2026: 3,067 shares worth $141K. The stake represents 0.04% of the portfolio and ranks #288 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in UBSI as recently as Q4 2025.

Cape Investment Advisory first reported a position in UBSI in Q2 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Cape Investment Advisory held 3,067 shares of United Bankshares worth $141K as of Q2 2026.
  • United Bankshares was a new Cape Investment Advisory position in Q2 2026.
  • United Bankshares made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #288 holding.
  • Cape Investment Advisory first reported a position in United Bankshares in Q2 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.