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Concurrent Investment Advisors’s United Bankshares UBSI Stock Holding History

Concurrent Investment 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 		$318K Sell
6,939
-217
-3% -$9.49K ﹤0.01% 1658
2026
Q1 		$296K Buy
7,156
+142
+2% +$5.9K ﹤0.01% 1516
2025
Q4 		$269K Buy
+7,014
New +$261K ﹤0.01% 1471

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Concurrent Investment Advisors's UBSI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its United Bankshares (UBSI) stake by 3% in Q2 2026, selling an estimated $9.49K and leaving 6,939 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Concurrent Investment Advisors first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Concurrent Investment Advisors held 6,939 shares of United Bankshares worth $318K as of Q2 2026.
  • Concurrent Investment Advisors sold 217 United Bankshares shares in Q2 2026, an estimated $9.49K.
  • United Bankshares made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1658 holding.
  • Concurrent Investment Advisors first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.