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Crossmark Global Holdings’s United Bankshares UBSI Stock Holding History

Crossmark Global Holdings’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 		$354K Hold
7,718
– – ﹤0.01% 1003
2026
Q1 		$320K Sell
7,718
-100
-1% -$4.16K ﹤0.01% 992
2025
Q4 		$300K Hold
7,818
– – ﹤0.01% 1026
2025
Q3 		$291K Hold
7,818
– – ﹤0.01% 1114
2025
Q2 		$285K Buy
7,818
+105
+1% +$3.69K ﹤0.01% 1124
2025
Q1 		$267K Sell
7,713
-97
-1% -$3.55K ﹤0.01% 1140
2024
Q4 		$293K Sell
7,810
-10
-0.1% -$394 0.01% 1050
2024
Q3 		$290K Buy
7,820
+13
+0.2% +$474 0.01% 1098
2024
Q2 		$253K Sell
7,807
-937
-11% -$31K ﹤0.01% 1134
2024
Q1 		$313K Sell
8,744
-378
-4% -$13.4K 0.01% 1076
2023
Q4 		$343K Sell
9,122
-654
-7% -$20.8K 0.01% 1003
2023
Q3 		$272K Sell
9,776
-60
-0.6% -$1.81K 0.01% 1064
2023
Q2 		$325K Sell
9,836
-848
-8% -$26.7K 0.01% 1037
2023
Q1 		$376K Sell
10,684
-20
-0.2% -$785 0.01% 944
2022
Q4 		$433K Sell
10,704
-283
-3% -$11.5K 0.01% 853
2022
Q3 		$393K Sell
10,987
-483
-4% -$18K 0.01% 873
2022
Q2 		$402K Sell
11,470
-10
-0.1% -$351 0.01% 912
2022
Q1 		$401K Buy
11,480
+810
+8% +$29.4K 0.01% 1012
2021
Q4 		$387K Buy
10,670
+813
+8% +$29.9K 0.01% 1020
2021
Q3 		$359K Hold
9,857
– – 0.01% 1090
2021
Q2 		$360K Sell
9,857
-61
-0.6% -$2.4K 0.01% 1086
2021
Q1 		$383K Buy
9,918
+1,170
+13% +$42.9K 0.01% 1044
2020
Q4 		$283K Buy
+8,748
New +$247K 0.01% 1130
2020
Q3 		– Sell
-9,197
Closed -$254K – 1368
2020
Q2 		$254K Buy
9,197
+237
+3% +$6.36K 0.01% 1105
2020
Q1 		$207K Hold
8,960
– – 0.01% 1044
2019
Q4 		$346K Buy
8,960
+53
+0.6% +$2.04K 0.01% 1027
2019
Q3 		$337K Sell
8,907
-417
-4% -$15.4K 0.01% 1000
2019
Q2 		$346K Sell
9,324
-682
-7% -$25.6K 0.01% 1019
2019
Q1 		$363K Sell
10,006
-160
-2% -$5.77K 0.01% 1015
2018
Q4 		$316K Sell
10,166
-800
-7% -$27K 0.01% 1049
2018
Q3 		$399K Buy
10,966
+534
+5% +$20.3K 0.01% 1122
2018
Q2 		$380K Buy
10,432
+166
+2% +$5.94K 0.01% 1137
2018
Q1 		$362K Sell
10,266
-452
-4% -$16.4K 0.01% 1136
2017
Q4 		$372K Buy
10,718
+712
+7% +$25.7K 0.01% 1222
2017
Q3 		$372K Buy
+10,006
New +$352K 0.01% 1164
2016
Q3 		$372K Buy
+10,006
New +$383K 0.01% 1164

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Crossmark Global Holdings's UBSI Position: Q2 2026 in Review

Crossmark Global Holdings held its United Bankshares (UBSI) position steady in Q2 2026 at 7,718 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Crossmark Global Holdings first reported a position in UBSI in Q3 2016 and has held it in 36 quarters since. The position peaked at $433K in Q4 2022. 56 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Crossmark Global Holdings held 7,718 shares of United Bankshares worth $354K as of Q2 2026.
  • Crossmark Global Holdings left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1003 holding.
  • Crossmark Global Holdings first reported a position in United Bankshares in Q3 2016 and has held it in 36 quarters since.
  • Crossmark Global Holdings's United Bankshares position peaked at $433K in Q4 2022.
  • 56 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.