Creative Financial Designs’s United Bankshares UBSI Stock Holding History

Creative Financial Designs’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
2025 Q4	–	Sell	-54	Closed	-$2K	–	2152
2025 Q3	$2K	Buy	54 +1	+2%	+$37	﹤0.01%	1698
2025 Q2	$1.94K	Hold	53	–	–	﹤0.01%	1688
2025 Q1	$1.82K	Buy	53 +1	+2%	+$37	﹤0.01%	1684
2024 Q4	$1.96K	Hold	52	–	–	﹤0.01%	1599
2024 Q3	$1.91K	Buy	52 +1	+2%	+$36	﹤0.01%	1533
2024 Q2	$1.65K	Buy	+51	New	+$1.69K	﹤0.01%	1504
2021 Q4	–	Sell	-900	Closed	-$33K	–	1443
2021 Q3	$33K	Hold	900	–	–	0.01%	721
2021 Q2	$33K	Hold	900	–	–	0.01%	715
2021 Q1	$35K	Hold	900	–	–	0.01%	648
2020 Q4	$29K	Hold	900	–	–	0.01%	636
2020 Q3	$19K	Hold	900	–	–	﹤0.01%	671
2020 Q2	$25K	Buy	+900	New	+$24.2K	0.01%	560

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Financial Designs's UBSI Position: Q4 2025 in Review

Creative Financial Designs sold out of United Bankshares (UBSI) in Q4 2025, closing a stake of 54 shares — an estimated $2K sold.

Creative Financial Designs first reported a position in UBSI in Q2 2020 and held it in 12 quarters. The position peaked at $35K in Q1 2021. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

Creative Financial Designs reported no remaining United Bankshares position as of Q4 2025 after selling out during the quarter.
Creative Financial Designs sold 54 United Bankshares shares in Q4 2025, an estimated $2K.
Creative Financial Designs first reported a position in United Bankshares in Q2 2020 and held it in 12 quarters.
Creative Financial Designs's United Bankshares position peaked at $35K in Q1 2021.
395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.