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CoreCap Advisors’s United Bankshares UBSI Stock Holding History

CoreCap 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
Q3 		$276 Hold
6
– – ﹤0.01% 2901
2026
Q2 		$275 Buy
6
+2
+50% +$87 ﹤0.01% 2962
2026
Q1 		$166 Buy
+4
New +$166 ﹤0.01% 2783
2022
Q3 		– Sell
-245
Closed -$9K – 1994
2022
Q2 		$9K Buy
+245
New +$8.6K ﹤0.01% 1520
2022
Q1 		– Sell
-245
Closed -$9K – 1997
2021
Q4 		$9K Buy
+245
New +$9.02K ﹤0.01% 1600

Other funds holding UBSI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CoreCap Advisors's UBSI Position: Q3 2026 in Review

CoreCap Advisors held its United Bankshares (UBSI) position steady in Q3 2026 at 6 shares worth $276. The position accounts for ﹤0.01% of the portfolio, ranked #2901.

CoreCap Advisors first reported a position in UBSI in Q4 2021 and has held it in 5 quarters since. The position peaked at $9K in Q2 2022. 14 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • CoreCap Advisors held 6 shares of United Bankshares worth $276 as of Q3 2026.
  • CoreCap Advisors left its United Bankshares share count unchanged in Q3 2026.
  • United Bankshares made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2901 holding.
  • CoreCap Advisors first reported a position in United Bankshares in Q4 2021 and has held it in 5 quarters since.
  • CoreCap Advisors's United Bankshares position peaked at $9K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.