Connor, Clark & Lunn Investment Management (CC&L)’s United Bankshares UBSI Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	–	Sell	-11,634	Closed	-$447K	–	1772
2025 Q4	$447K	Buy	+11,634	New	+$433K	﹤0.01%	1327
2025 Q2	–	Sell	-100,535	Closed	-$3.49M	–	1692
2025 Q1	$3.49M	Sell	100,535 -19,049	-16%	-$698K	0.02%	595
2024 Q4	$4.49M	Sell	119,584 -225,578	-65%	-$8.88M	0.02%	510
2024 Q3	$12.8M	Sell	345,162 -28,883	-8%	-$1.05M	0.06%	228
2024 Q2	$12.1M	Sell	374,045 -62,798	-14%	-$2.08M	0.05%	251
2024 Q1	$15.6M	Buy	436,843 +32,210	+8%	+$1.14M	0.07%	233
2023 Q4	$15.2M	Buy	404,633 +74,276	+22%	+$2.36M	0.07%	219
2023 Q3	$9.11M	Buy	330,357 +151,391	+85%	+$4.56M	0.05%	266
2023 Q2	$5.31M	Buy	+178,966	New	+$5.63M	0.03%	387
2022 Q4	–	Sell	-13,025	Closed	-$466K	–	1436
2022 Q3	$466K	Buy	+13,025	New	+$486K	﹤0.01%	829
2021 Q1	–	Sell	-18,393	Closed	-$596K	–	1096
2020 Q4	$596K	Buy	+18,393	New	+$519K	﹤0.01%	702

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s UBSI Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of United Bankshares (UBSI) in Q1 2026, closing a stake of 11,634 shares — an estimated $447K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in UBSI in Q4 2020 and held it in 11 quarters. The position peaked at $15.6M in Q1 2024. 419 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining United Bankshares position as of Q1 2026 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 11,634 United Bankshares shares in Q1 2026, an estimated $447K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in United Bankshares in Q4 2020 and held it in 11 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s United Bankshares position peaked at $15.6M in Q1 2024.
419 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.