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Capital Investment Advisors’s United Bankshares UBSI Stock Holding History

Capital Investment Advisors’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 		$696K Hold
15,195
– – 0.01% 443
2026
Q1 		$629K Hold
15,195
– – 0.01% 430
2025
Q4 		$583K Sell
15,195
-2,375
-14% -$88.4K 0.01% 446
2025
Q3 		$654K Hold
17,570
– – 0.01% 421
2025
Q2 		$640K Buy
17,570
+158
+0.9% +$5.55K 0.01% 414
2025
Q1 		$604K Buy
+17,412
New +$638K 0.01% 408

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

Capital Investment Advisors's UBSI Position: Q2 2026 in Review

Capital Investment Advisors held its United Bankshares (UBSI) position steady in Q2 2026 at 15,195 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #443.

Capital Investment Advisors first reported a position in UBSI in Q1 2025 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Capital Investment Advisors held 15,195 shares of United Bankshares worth $696K as of Q2 2026.
  • Capital Investment Advisors left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #443 holding.
  • Capital Investment Advisors first reported a position in United Bankshares in Q1 2025 and has held it in 6 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.