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Choreo LLC’s United Bankshares UBSI Stock Holding History

Choreo LLC’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 		$248K Buy
+5,930
New +$247K ﹤0.01% 1359
2025
Q1 		– Sell
-5,451
Closed -$206K – 1600
2024
Q4 		$206K Buy
+5,451
New +$215K ﹤0.01% 1417

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

Choreo LLC's UBSI Position: Q1 2026 in Review

Choreo LLC opened a new position in United Bankshares (UBSI) in Q1 2026: 5,930 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1359 among its holdings. This is a return to the name: Choreo LLC previously reported a position in UBSI as recently as Q4 2024.

Choreo LLC first reported a position in UBSI in Q4 2024 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Choreo LLC held 5,930 shares of United Bankshares worth $248K as of Q1 2026.
  • United Bankshares was a new Choreo LLC position in Q1 2026.
  • United Bankshares made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1359 holding.
  • Choreo LLC first reported a position in United Bankshares in Q4 2024 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.