Commonwealth Financial Services
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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
Q3 		$1.59M Sell
34,699
-7,367
-18% -$350K 0.29% 59
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

NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Commonwealth Financial Services's UBSI Position: Q3 2026 in Review

Commonwealth Financial Services reduced its United Bankshares (UBSI) stake by 18% in Q3 2026, selling an estimated $350K and leaving 34,699 shares worth $1.59M. The position accounts for 0.29% of the portfolio, ranked #59.

Commonwealth Financial Services first reported a position in UBSI in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.93M in Q2 2026. 102 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • Commonwealth Financial Services held 34,699 shares of United Bankshares worth $1.59M as of Q3 2026.
  • Commonwealth Financial Services sold 7,367 United Bankshares shares in Q3 2026, an estimated $350K.
  • United Bankshares made up 0.29% of Commonwealth Financial Services's portfolio in Q3 2026, its #59 holding.
  • Commonwealth Financial Services first reported a position in United Bankshares in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's United Bankshares position peaked at $1.93M in Q2 2026.
  • 102 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.