Corient Private Wealth
UBSI icon

Corient Private Wealth’s United Bankshares UBSI Stock Holding History

Corient Private Wealth’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 		$734K Buy
15,960
+7,358
+86% +$322K ﹤0.01% 1978
2026
Q1 		$356K Buy
8,602
+196
+2% +$8.15K ﹤0.01% 2233
2025
Q4 		$323K Buy
8,406
+72
+0.9% +$2.68K ﹤0.01% 2126
2025
Q3 		$310K Buy
8,334
+892
+12% +$33.3K ﹤0.01% 2093
2025
Q2 		$271K Sell
7,442
-140
-2% -$4.92K ﹤0.01% 2050
2025
Q1 		$263K Buy
+7,582
New +$278K ﹤0.01% 1920
2024
Q4 		– Sell
-14,063
Closed -$522K – 2543
2024
Q3 		$522K Buy
+14,063
New +$513K ﹤0.01% 1715
2024
Q2 		– Sell
-7,076
Closed -$253K – 2394
2024
Q1 		$253K Buy
7,076
+347
+5% +$12.3K ﹤0.01% 1988
2023
Q4 		$253K Buy
+6,729
New +$214K ﹤0.01% 1957
2023
Q2 		– Sell
-10,819
Closed -$381K – 2172
2023
Q1 		$381K Buy
10,819
+752
+7% +$29.5K ﹤0.01% 1491
2022
Q4 		$408K Buy
+10,067
New +$408K ﹤0.01% 1218

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

Corient Private Wealth's UBSI Position: Q2 2026 in Review

Corient Private Wealth increased its United Bankshares (UBSI) stake by 86% in Q2 2026, buying an estimated $322K and bringing the position to 15,960 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Corient Private Wealth first reported a position in UBSI in Q4 2022 and has held it in 11 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Corient Private Wealth held 15,960 shares of United Bankshares worth $734K as of Q2 2026.
  • Corient Private Wealth bought 7,358 United Bankshares shares in Q2 2026, an estimated $322K.
  • United Bankshares made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1978 holding.
  • Corient Private Wealth first reported a position in United Bankshares in Q4 2022 and has held it in 11 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.