Cerity Partners
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Cerity Partners’s United Bankshares UBSI Stock Holding History

Cerity Partners’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 		$3.1M Buy
67,750
+186
+0.3% +$8.13K ﹤0.01% 1332
2026
Q1 		$2.8M Buy
67,564
+22,095
+49% +$919K ﹤0.01% 1295
2025
Q4 		$1.75M Buy
45,469
+4,018
+10% +$150K ﹤0.01% 1430
2025
Q3 		$1.54M Sell
41,451
-2,104
-5% -$78.4K ﹤0.01% 1405
2025
Q2 		$1.59M Buy
43,555
+1,344
+3% +$47.2K ﹤0.01% 1322
2025
Q1 		$1.46M Buy
42,211
+346
+0.8% +$12.7K ﹤0.01% 1259
2024
Q4 		$1.56M Sell
41,865
-2,314
-5% -$91.1K ﹤0.01% 1217
2024
Q3 		$1.64M Buy
44,179
+10,087
+30% +$368K ﹤0.01% 1182
2024
Q2 		$1.11M Sell
34,092
-6,597
-16% -$218K ﹤0.01% 1182
2024
Q1 		$1.46M Buy
40,689
+24,162
+146% +$854K ﹤0.01% 1109
2023
Q4 		$626K Buy
16,527
+1,327
+9% +$42.2K ﹤0.01% 1180
2023
Q3 		$425K Sell
15,200
-10,044
-40% -$302K ﹤0.01% 1035
2023
Q2 		$754K Buy
25,244
+10,499
+71% +$330K ﹤0.01% 1012
2023
Q1 		$462K Buy
14,745
+288
+2% +$11.3K ﹤0.01% 1327
2022
Q4 		$590K Sell
14,457
-155
-1% -$6.28K ﹤0.01% 865
2022
Q3 		$528K Sell
14,612
-2
-0% -$75 0.01% 698
2022
Q2 		$518K Buy
+14,614
New +$513K 0.01% 731

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cerity Partners's UBSI Position: Q2 2026 in Review

Cerity Partners increased its United Bankshares (UBSI) stake by 0.28% in Q2 2026, buying an estimated $8.13K and bringing the position to 67,750 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Cerity Partners first reported a position in UBSI in Q2 2022 and has held it in 17 quarters since. 425 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Cerity Partners held 67,750 shares of United Bankshares worth $3.1M as of Q2 2026.
  • Cerity Partners bought 186 United Bankshares shares in Q2 2026, an estimated $8.13K.
  • United Bankshares made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1332 holding.
  • Cerity Partners first reported a position in United Bankshares in Q2 2022 and has held it in 17 quarters since.
  • 425 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.