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CrossGen Wealth’s United Bankshares UBSI Stock Holding History

CrossGen 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 		$2.37M Buy
51,791
+9
+0% +$394 1.84% 18
2026
Q1 		$2.14M Buy
51,782
+10
+0% +$416 1.88% 18
2025
Q4 		$1.99M Buy
+51,772
New +$1.93M 1.75% 18

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

CrossGen Wealth's UBSI Position: Q2 2026 in Review

CrossGen Wealth increased its United Bankshares (UBSI) stake by 0.02% in Q2 2026, buying an estimated $394 and bringing the position to 51,791 shares worth $2.37M. The position accounts for 1.84% of the portfolio, ranked #18.

CrossGen Wealth first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • CrossGen Wealth held 51,791 shares of United Bankshares worth $2.37M as of Q2 2026.
  • CrossGen Wealth bought 9 United Bankshares shares in Q2 2026, an estimated $394.
  • United Bankshares made up 1.84% of CrossGen Wealth's portfolio in Q2 2026, its #18 holding.
  • CrossGen Wealth first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.