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Coldstream Capital Management’s United Bankshares UBSI Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-2,105
Closed -$73K – 3215
2025
Q1 		$73K Buy
+2,105
New +$77.1K ﹤0.01% 1507
2023
Q2 		– Sell
-6,290
Closed -$221K – 873
2023
Q1 		$221K Sell
6,290
-88
-1% -$3.45K 0.01% 747
2022
Q4 		$258K Buy
+6,378
New +$259K 0.01% 669
2022
Q2 		$232K Sell
6,616
-90
-1% -$3.16K 0.01% 673
2022
Q1 		$234K Sell
6,706
-53
-0.8% -$1.93K 0.01% 687
2021
Q4 		$245K Buy
+6,759
New +$249K 0.01% 703
2020
Q2 		– Sell
-29,262
Closed -$676K – 334
2020
Q1 		$676K Buy
29,262
+3,895
+15% +$122K 0.07% 143
2019
Q4 		$981K Sell
25,367
-737
-3% -$28.4K 0.08% 141
2019
Q3 		$988K Sell
26,104
-617
-2% -$22.9K 0.08% 146
2019
Q2 		$991K Sell
26,721
-430
-2% -$16.1K 0.08% 140
2019
Q1 		$984K Buy
+27,151
New +$979K 0.09% 140

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Coldstream Capital Management's UBSI Position: Q2 2025 in Review

Coldstream Capital Management sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 2,105 shares — an estimated $73K sold.

Coldstream Capital Management first reported a position in UBSI in Q1 2019 and held it in 11 quarters. The position peaked at $991K in Q2 2019. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

  • Coldstream Capital Management reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,105 United Bankshares shares in Q2 2025, an estimated $73K.
  • Coldstream Capital Management first reported a position in United Bankshares in Q1 2019 and held it in 11 quarters.
  • Coldstream Capital Management's United Bankshares position peaked at $991K in Q2 2019.
  • 364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.