CIBC World Markets’s United Bankshares UBSI Stock Holding History

CIBC World Markets’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	$356K	Buy	+9,258	New	+$345K	﹤0.01%	902
2025 Q2	$636K	Sell	17,453 -11,887	-41%	-$417K	﹤0.01%	777
2025 Q1	$1.02M	Buy	29,340 +16,966	+137%	+$622K	0.01%	686
2024 Q4	$465K	Buy	+12,374	New	+$487K	﹤0.01%	754
2021 Q2	–	Sell	-13,849	Closed	-$534K	–	940
2021 Q1	$534K	Buy	+13,849	New	+$508K	﹤0.01%	798

Other funds holding UBSI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

CIBC World Markets's UBSI Position: Q4 2025 in Review

CIBC World Markets opened a new position in United Bankshares (UBSI) in Q4 2025: 9,258 shares worth $356K. The stake represents ﹤0.01% of the portfolio and ranks #902 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in UBSI as recently as Q2 2025.

CIBC World Markets first reported a position in UBSI in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.02M in Q1 2025. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

CIBC World Markets held 9,258 shares of United Bankshares worth $356K as of Q4 2025.
United Bankshares was a new CIBC World Markets position in Q4 2025.
United Bankshares made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #902 holding.
CIBC World Markets first reported a position in United Bankshares in Q1 2021 and has held it in 5 quarters since.
CIBC World Markets's United Bankshares position peaked at $1.02M in Q1 2025.
395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.