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Commonwealth Financial Services’s United Bankshares UBSI Stock Holding History

Commonwealth Financial Services’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 		$1.93M Buy
42,066
+1,279
+3% +$55.9K 0.26% 72
2026
Q1 		$1.69M Buy
40,787
+1,258
+3% +$52.3K 0.27% 60
2025
Q4 		$1.52M Buy
39,529
+2,281
+6% +$84.9K 0.25% 60
2025
Q3 		$1.39M Buy
37,248
+31,255
+522% +$1.17M 0.24% 63
2025
Q2 		$218K Sell
5,993
-2,352
-28% -$82.6K 0.04% 193
2025
Q1 		$289K Sell
8,345
-243
-3% -$8.9K 0.06% 152
2024
Q4 		$322K Sell
8,588
-647
-7% -$25.5K 0.06% 140
2024
Q3 		$333K Sell
9,235
-15,014
-62% -$548K 0.07% 135
2024
Q2 		$770K Buy
24,249
+1,921
+9% +$63.5K 0.16% 76
2024
Q1 		$838K Hold
22,328
– – 0.2% 71
2023
Q4 		$838K Sell
22,328
-699
-3% -$22.2K 0.2% 70
2023
Q3 		$635K Buy
+23,027
New +$693K 0.19% 81
2017
Q1 		$7K Hold
164
– – 0.01% 220
2016
Q4 		$7K Hold
164
– – 0.01% 196
2016
Q3 		$6K Hold
164
– – 0.01% 198
2016
Q2 		$6K Buy
164
+64
+64% +$2.41K 0.01% 204
2016
Q1 		$4K Sell
100
-153
-60% -$5.37K 0.01% 197
2015
Q4 		$9K Sell
253
-198
-44% -$7.83K 0.03% 163
2015
Q3 		$17K Hold
451
– – 0.02% 129
2015
Q2 		$18K Hold
451
– – 0.02% 139
2015
Q1 		$17K Hold
451
– – 0.01% 148
2014
Q4 		$17K Buy
+451
New +$15.5K 0.02% 139

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Commonwealth Financial Services's UBSI Position: Q2 2026 in Review

Commonwealth Financial Services increased its United Bankshares (UBSI) stake by 3.1% in Q2 2026, buying an estimated $55.9K and bringing the position to 42,066 shares worth $1.93M. The position accounts for 0.26% of the portfolio, ranked #72.

Commonwealth Financial Services first reported a position in UBSI in Q4 2014 and has held it in 22 quarters since. 56 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Commonwealth Financial Services held 42,066 shares of United Bankshares worth $1.93M as of Q2 2026.
  • Commonwealth Financial Services bought 1,279 United Bankshares shares in Q2 2026, an estimated $55.9K.
  • United Bankshares made up 0.26% of Commonwealth Financial Services's portfolio in Q2 2026, its #72 holding.
  • Commonwealth Financial Services first reported a position in United Bankshares in Q4 2014 and has held it in 22 quarters since.
  • 56 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.