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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CoreCap Advisors's UBSI Position: Q2 2026 in Review

CoreCap Advisors increased its United Bankshares (UBSI) stake by 50% in Q2 2026, buying an estimated $87 and bringing the position to 6 shares worth $275. The position accounts for ﹤0.01% of the portfolio, ranked #2962.

CoreCap Advisors first reported a position in UBSI in Q4 2021 and has held it in 4 quarters since. The position peaked at $9K in Q2 2022. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • CoreCap Advisors held 6 shares of United Bankshares worth $275 as of Q2 2026.
  • CoreCap Advisors bought 2 United Bankshares shares in Q2 2026, an estimated $87.
  • United Bankshares made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2962 holding.
  • CoreCap Advisors first reported a position in United Bankshares in Q4 2021 and has held it in 4 quarters since.
  • CoreCap Advisors's United Bankshares position peaked at $9K in Q2 2022.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.