Cetera Investment Advisers’s United Bankshares UBSI Stock Holding History

Cetera Investment Advisers’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	$632K	Buy	15,267 +802	+6%	+$33.3K	﹤0.01%	3296
2025 Q4	$555K	Sell	14,465 -1,520	-10%	-$56.6K	﹤0.01%	3342
2025 Q3	$595K	Buy	15,985 +3,123	+24%	+$116K	﹤0.01%	3235
2025 Q2	$469K	Buy	12,862 +1,663	+15%	+$58.4K	﹤0.01%	3018
2025 Q1	$388K	Sell	11,199 -234	-2%	-$8.57K	﹤0.01%	3058
2024 Q4	$429K	Buy	11,433 +1,003	+10%	+$39.5K	﹤0.01%	2799
2024 Q3	$387K	Sell	10,430 -620	-6%	-$22.6K	﹤0.01%	2867
2024 Q2	$359K	Sell	11,050 -977	-8%	-$32.3K	﹤0.01%	2873
2024 Q1	$430K	Buy	+12,027	New	+$425K	﹤0.01%	2723

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cetera Investment Advisers's UBSI Position: Q1 2026 in Review

Cetera Investment Advisers increased its United Bankshares (UBSI) stake by 5.5% in Q1 2026, buying an estimated $33.3K and bringing the position to 15,267 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

Cetera Investment Advisers first reported a position in UBSI in Q1 2024 and has held it in 9 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Cetera Investment Advisers held 15,267 shares of United Bankshares worth $632K as of Q1 2026.
Cetera Investment Advisers bought 802 United Bankshares shares in Q1 2026, an estimated $33.3K.
United Bankshares made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3296 holding.
Cetera Investment Advisers first reported a position in United Bankshares in Q1 2024 and has held it in 9 quarters since.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.