CI Investments Inc
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CI Investments Inc’s United Bankshares UBSI Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-1,461
Closed -$54K – 1216
2025
Q3 		$54K Sell
1,461
-691
-32% -$25.8K ﹤0.01% 1008
2025
Q2 		$78K Sell
2,152
-492
-19% -$17.3K ﹤0.01% 961
2025
Q1 		$92K Buy
2,644
+49
+2% +$1.79K ﹤0.01% 940
2024
Q4 		$97K Buy
2,595
+7
+0.3% +$276 ﹤0.01% 948
2024
Q3 		$96K Sell
2,588
-766
-23% -$28K ﹤0.01% 864
2024
Q2 		$109K Buy
3,354
+1,154
+52% +$38.1K ﹤0.01% 792
2024
Q1 		$79K Buy
2,200
+410
+23% +$14.5K ﹤0.01% 940
2023
Q4 		$67K Buy
1,790
+321
+22% +$10.2K ﹤0.01% 922
2023
Q3 		$41K Buy
1,469
+6
+0.4% +$181 ﹤0.01% 1014
2023
Q2 		$43K Buy
1,463
+111
+8% +$3.49K ﹤0.01% 980
2023
Q1 		$48K Buy
1,352
+106
+9% +$4.16K ﹤0.01% 912
2022
Q4 		$50K Sell
1,246
-284
-19% -$11.5K ﹤0.01% 932
2022
Q3 		$55K Sell
1,530
-78
-5% -$2.91K ﹤0.01% 815
2022
Q2 		$56K Sell
1,608
-1,250
-44% -$43.9K ﹤0.01% 815
2022
Q1 		$100K Hold
2,858
– – ﹤0.01% 859
2021
Q4 		$104K Sell
2,858
-858
-23% -$31.6K ﹤0.01% 893
2021
Q3 		$135K Buy
3,716
+167
+5% +$5.84K ﹤0.01% 802
2021
Q2 		$130K Buy
3,549
+1,353
+62% +$53.2K ﹤0.01% 821
2021
Q1 		$85K Buy
2,196
+35
+2% +$1.28K ﹤0.01% 803
2020
Q4 		$70K Buy
2,161
+903
+72% +$25.5K ﹤0.01% 788
2020
Q3 		$27K Buy
+1,258
New +$32.8K ﹤0.01% 819

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CI Investments Inc's UBSI Position: Q4 2025 in Review

CI Investments Inc sold out of United Bankshares (UBSI) in Q4 2025, closing a stake of 1,461 shares — an estimated $54K sold.

CI Investments Inc first reported a position in UBSI in Q3 2020 and held it in 21 quarters. The position peaked at $135K in Q3 2021. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

  • CI Investments Inc reported no remaining United Bankshares position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,461 United Bankshares shares in Q4 2025, an estimated $54K.
  • CI Investments Inc first reported a position in United Bankshares in Q3 2020 and held it in 21 quarters.
  • CI Investments Inc's United Bankshares position peaked at $135K in Q3 2021.
  • 395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.