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Concourse Financial Group Securities’s United Bankshares UBSI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-28
Closed -$1.07K – 1923
2024
Q4 		$1.07K Hold
28
– – ﹤0.01% 2084
2024
Q3 		$1.05K Sell
28
-62
-69% -$2.26K ﹤0.01% 2064
2024
Q2 		$2.95K Sell
90
-23
-20% -$760 ﹤0.01% 1974
2024
Q1 		$4.09K Hold
113
– – ﹤0.01% 1932
2023
Q4 		$4.28K Buy
113
+25
+28% +$794 ﹤0.01% 1884
2023
Q3 		$2.46K Sell
88
-26
-23% -$783 ﹤0.01% 1962
2023
Q2 		$3.42K Sell
114
-99
-46% -$3.12K ﹤0.01% 1921
2023
Q1 		$7.57K Sell
213
-12
-5% -$471 ﹤0.01% 1742
2022
Q4 		$9.19K Buy
225
+4
+2% +$162 ﹤0.01% 1681
2022
Q3 		$8K Buy
221
+20
+10% +$746 ﹤0.01% 1554
2022
Q2 		$7K Buy
201
+16
+9% +$561 ﹤0.01% 1779
2022
Q1 		$7K Hold
185
– – ﹤0.01% 1798
2021
Q4 		$7K Hold
185
– – ﹤0.01% 1974
2021
Q3 		$7K Buy
185
+107
+137% +$3.74K ﹤0.01% 1999
2021
Q2 		$3K Hold
78
– – ﹤0.01% 2152
2021
Q1 		$3K Buy
78
+34
+77% +$1.25K ﹤0.01% 2087
2020
Q4 		$1K Buy
44
+21
+91% +$593 ﹤0.01% 2239
2020
Q3 		$1K Hold
23
– – ﹤0.01% 2119
2020
Q2 		$1K Sell
23
-40
-63% -$1.07K ﹤0.01% 2041
2020
Q1 		$1K Buy
63
+23
+58% +$722 ﹤0.01% 2095
2019
Q4 		$2K Hold
40
– – ﹤0.01% 1930
2019
Q3 		$2K Hold
40
– – ﹤0.01% 1576
2019
Q2 		$1K Hold
40
– – ﹤0.01% 2143
2019
Q1 		$1K Buy
+40
New +$1.44K ﹤0.01% 2187

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Concourse Financial Group Securities's UBSI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of United Bankshares (UBSI) in Q1 2025, closing a stake of 28 shares — an estimated $1.07K sold.

Concourse Financial Group Securities first reported a position in UBSI in Q1 2019 and held it in 24 quarters. The position peaked at $9.19K in Q4 2022. 377 funds tracked by Wall St. Rank hold UBSI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining United Bankshares position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 28 United Bankshares shares in Q1 2025, an estimated $1.07K.
  • Concourse Financial Group Securities first reported a position in United Bankshares in Q1 2019 and held it in 24 quarters.
  • Concourse Financial Group Securities's United Bankshares position peaked at $9.19K in Q4 2022.
  • 377 funds tracked by Wall St. Rank held United Bankshares as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.