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Clearstead Trust’s United Bankshares UBSI Stock Holding History

Clearstead Trust’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 		$17.1K Buy
374
+157
+72% +$6.87K ﹤0.01% 498
2026
Q1 		$8.99K Hold
217
– – ﹤0.01% 614
2025
Q4 		$8.33K Buy
217
+162
+295% +$6.03K ﹤0.01% 634
2025
Q3 		$2.05K Buy
+55
New +$2.05K ﹤0.01% 987

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

Clearstead Trust's UBSI Position: Q2 2026 in Review

Clearstead Trust increased its United Bankshares (UBSI) stake by 72% in Q2 2026, buying an estimated $6.87K and bringing the position to 374 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Clearstead Trust first reported a position in UBSI in Q3 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Clearstead Trust held 374 shares of United Bankshares worth $17.1K as of Q2 2026.
  • Clearstead Trust bought 157 United Bankshares shares in Q2 2026, an estimated $6.87K.
  • United Bankshares made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #498 holding.
  • Clearstead Trust first reported a position in United Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.