CIBC Private Wealth Group’s United Bankshares UBSI Stock Holding History

CIBC Private Wealth Group’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	$11.6K	Buy	+302	New	+$11.2K	﹤0.01%	2374
2025 Q2	–	Sell	-1	Closed	-$28	–	3313
2025 Q1	$28	Sell	1 -8	-89%	-$293	﹤0.01%	3022
2024 Q4	$324	Hold	9	–	–	﹤0.01%	2875
2024 Q3	$319	Hold	9	–	–	﹤0.01%	3005
2024 Q2	$273	Sell	9 -867	-99%	-$28.7K	﹤0.01%	3031
2024 Q1	$30.8K	Buy	+876	New	+$31K	﹤0.01%	1869
2018 Q3	–	Sell	-502	Closed	-$18K	–	1678
2018 Q2	$18K	Buy	502 +61	+14%	+$2.18K	﹤0.01%	1438
2018 Q1	$16K	Buy	441 +425	+2,656%	+$15.4K	﹤0.01%	1431
2017 Q4	$1K	Buy	+16	New	+$577	﹤0.01%	1887

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CIBC Private Wealth Group's UBSI Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in United Bankshares (UBSI) in Q4 2025: 302 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #2374 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in UBSI as recently as Q1 2025.

CIBC Private Wealth Group first reported a position in UBSI in Q4 2017 and has held it in 9 quarters since. The position peaked at $30.8K in Q1 2024. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

CIBC Private Wealth Group held 302 shares of United Bankshares worth $11.6K as of Q4 2025.
United Bankshares was a new CIBC Private Wealth Group position in Q4 2025.
United Bankshares made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2374 holding.
CIBC Private Wealth Group first reported a position in United Bankshares in Q4 2017 and has held it in 9 quarters since.
CIBC Private Wealth Group's United Bankshares position peaked at $30.8K in Q1 2024.
395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.