C
UBSI icon

Covestor’s United Bankshares UBSI Stock Holding History

Covestor’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 		$39K Sell
864
-180
-17% -$7.87K 0.02% 922
2026
Q1 		$43K Sell
1,044
-854
-45% -$35.5K 0.03% 798
2025
Q4 		$73K Buy
1,898
+170
+10% +$6.33K 0.04% 744
2025
Q3 		$64K Buy
1,728
+219
+15% +$8.16K 0.04% 792
2025
Q2 		$55K Buy
1,509
+640
+74% +$22.5K 0.03% 858
2025
Q1 		$30K Sell
869
-397
-31% -$14.5K 0.02% 1047
2024
Q4 		$48K Sell
1,266
-280
-18% -$11K 0.03% 871
2024
Q3 		$57K Buy
1,546
+241
+18% +$8.79K 0.04% 831
2024
Q2 		$42K Buy
1,305
+433
+50% +$14.3K 0.03% 936
2024
Q1 		$31K Sell
872
-1,822
-68% -$64.4K 0.02% 1060
2023
Q4 		$101K Sell
2,694
-965
-26% -$30.7K 0.07% 493
2023
Q3 		$101K Buy
3,659
+2,093
+134% +$63K 0.08% 413
2023
Q2 		$46K Sell
1,566
-1,278
-45% -$40.2K 0.04% 821
2023
Q1 		$100K Buy
2,844
+656
+30% +$25.7K 0.09% 375
2022
Q4 		$89K Sell
2,188
-5
-0.2% -$203 0.07% 451
2022
Q3 		$78K Sell
2,193
-511
-19% -$19K 0.07% 493
2022
Q2 		$95K Buy
2,704
+284
+12% +$9.96K 0.08% 452
2022
Q1 		$84K Buy
2,420
+1,035
+75% +$37.6K 0.06% 618
2021
Q4 		$50K Buy
+1,385
New +$51K 0.07% 542

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

Covestor's UBSI Position: Q2 2026 in Review

Covestor reduced its United Bankshares (UBSI) stake by 17% in Q2 2026, selling an estimated $7.87K and leaving 864 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #922.

Covestor first reported a position in UBSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $101K in Q4 2023. 448 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Covestor held 864 shares of United Bankshares worth $39K as of Q2 2026.
  • Covestor sold 180 United Bankshares shares in Q2 2026, an estimated $7.87K.
  • United Bankshares made up 0.02% of Covestor's portfolio in Q2 2026, its #922 holding.
  • Covestor first reported a position in United Bankshares in Q4 2021 and has held it in 19 quarters since.
  • Covestor's United Bankshares position peaked at $101K in Q4 2023.
  • 448 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.