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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Investment Advisors's UBSI Position: Q1 2026 in Review

Capital Investment Advisors held its United Bankshares (UBSI) position steady in Q1 2026 at 15,195 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #430.

Capital Investment Advisors first reported a position in UBSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $654K in Q3 2025. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Capital Investment Advisors held 15,195 shares of United Bankshares worth $629K as of Q1 2026.
  • Capital Investment Advisors left its United Bankshares share count unchanged in Q1 2026.
  • United Bankshares made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #430 holding.
  • Capital Investment Advisors first reported a position in United Bankshares in Q1 2025 and has held it in 5 quarters since.
  • Capital Investment Advisors's United Bankshares position peaked at $654K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.