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Colonial Trust Advisors’s United Bankshares UBSI Stock Holding History

Colonial Trust Advisors’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 		$4.58K Hold
100
– – ﹤0.01% 669
2026
Q1 		$4.14K Hold
100
– – ﹤0.01% 618
2025
Q4 		$3.84K Buy
+100
New +$3.72K ﹤0.01% 600

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

Colonial Trust Advisors's UBSI Position: Q2 2026 in Review

Colonial Trust Advisors held its United Bankshares (UBSI) position steady in Q2 2026 at 100 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Colonial Trust Advisors first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Colonial Trust Advisors held 100 shares of United Bankshares worth $4.58K as of Q2 2026.
  • Colonial Trust Advisors left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #669 holding.
  • Colonial Trust Advisors first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.