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Crown Wealth Group’s United Bankshares UBSI Stock Holding History

Crown Wealth Group’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 		$1.51M Hold
33,031
– – 0.39% 37
2026
Q1 		$1.37M Hold
33,031
– – 0.4% 38
2025
Q4 		$1.27M Hold
33,031
– – 0.35% 44
2025
Q3 		$1.23M Hold
33,031
– – 0.37% 39
2025
Q2 		$1.2M Buy
+33,031
New +$1.16M 0.45% 38

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Crown Wealth Group's UBSI Position: Q2 2026 in Review

Crown Wealth Group held its United Bankshares (UBSI) position steady in Q2 2026 at 33,031 shares worth $1.51M. The position accounts for 0.39% of the portfolio, ranked #37.

Crown Wealth Group first reported a position in UBSI in Q2 2025 and has held it in 5 quarters since. 148 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Crown Wealth Group held 33,031 shares of United Bankshares worth $1.51M as of Q2 2026.
  • Crown Wealth Group left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up 0.39% of Crown Wealth Group's portfolio in Q2 2026, its #37 holding.
  • Crown Wealth Group first reported a position in United Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 148 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.