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City State Bank’s United Bankshares UBSI Stock Holding History

City State Bank’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
2024
Q2 		– Sell
-400
Closed -$14K – 764
2024
Q1 		$14K Hold
400
– – 0.01% 446
2023
Q4 		$15K Sell
400
-100
-20% -$3.18K 0.01% 424
2023
Q3 		$14K Hold
500
– – 0.01% 426
2023
Q2 		$15K Hold
500
– – 0.01% 422
2023
Q1 		$18K Hold
500
– – 0.01% 399
2022
Q4 		$20K Hold
500
– – 0.01% 365
2022
Q3 		$18K Hold
500
– – 0.01% 362
2022
Q2 		$18K Hold
500
– – 0.01% 366
2022
Q1 		$17K Hold
500
– – 0.01% 395
2021
Q4 		$18K Buy
+500
New +$18.4K 0.01% 400

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return