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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
Q2 		$306K Buy
6,625
+695
+12% +$30.4K ﹤0.01% 1291
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 $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
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

Choreo LLC's UBSI Position: Q2 2026 in Review

Choreo LLC increased its United Bankshares (UBSI) stake by 12% in Q2 2026, buying an estimated $30.4K and bringing the position to 6,625 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Choreo LLC first reported a position in UBSI in Q4 2024 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Choreo LLC held 6,625 shares of United Bankshares worth $306K as of Q2 2026.
  • Choreo LLC bought 695 United Bankshares shares in Q2 2026, an estimated $30.4K.
  • United Bankshares made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1291 holding.
  • Choreo LLC first reported a position in United Bankshares in Q4 2024 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.