Continuum Advisory’s United Bankshares UBSI Stock Holding History

Continuum Advisory’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 Q2	–	Sell	-28	Closed	-$971	–	1489
2025 Q1	$971	Buy	+28	New	+$1.03K	﹤0.01%	1511

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 $156B AUM 27.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Continuum Advisory's UBSI Position: Q2 2025 in Review

Continuum Advisory sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 28 shares — an estimated $971 sold.

Continuum Advisory first reported a position in UBSI in Q1 2025 and held it in 1 quarter. The position peaked at $971 in Q1 2025. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

Continuum Advisory reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 28 United Bankshares shares in Q2 2025, an estimated $971.
Continuum Advisory first reported a position in United Bankshares in Q1 2025 and held it in 1 quarter.
Continuum Advisory's United Bankshares position peaked at $971 in Q1 2025.
364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.