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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
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 $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Colonial Trust Advisors's UBSI Position: Q1 2026 in Review

Colonial Trust Advisors held its United Bankshares (UBSI) position steady in Q1 2026 at 100 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Colonial Trust Advisors first reported a position in UBSI in Q4 2025 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Colonial Trust Advisors held 100 shares of United Bankshares worth $4.14K as of Q1 2026.
  • Colonial Trust Advisors left its United Bankshares share count unchanged in Q1 2026.
  • United Bankshares made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #618 holding.
  • Colonial Trust Advisors first reported a position in United Bankshares in Q4 2025 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.