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
Q1 		$356K Sell
8,602
-7,534
-47% -$313K ﹤0.01% 2233
2025
Q4 		$620K Buy
16,136
+7,802
+94% +$291K ﹤0.01% 2183
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Corient Private Wealth's UBSI Position: Q1 2026 in Review

Corient Private Wealth reduced its United Bankshares (UBSI) stake by 47% in Q1 2026, selling an estimated $313K and leaving 8,602 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

Corient Private Wealth first reported a position in UBSI in Q4 2022 and has held it in 10 quarters since. The position peaked at $620K in Q4 2025. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Corient Private Wealth held 8,602 shares of United Bankshares worth $356K as of Q1 2026.
  • Corient Private Wealth sold 7,534 United Bankshares shares in Q1 2026, an estimated $313K.
  • United Bankshares made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2233 holding.
  • Corient Private Wealth first reported a position in United Bankshares in Q4 2022 and has held it in 10 quarters since.
  • Corient Private Wealth's United Bankshares position peaked at $620K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.