Crown Wealth Group
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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
Q3 		$1.52M Hold
33,031
– – 0.38% 41
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Crown Wealth Group's UBSI Position: Q3 2026 in Review

Crown Wealth Group held its United Bankshares (UBSI) position steady in Q3 2026 at 33,031 shares worth $1.52M. The position accounts for 0.38% of the portfolio, ranked #41.

Crown Wealth Group first reported a position in UBSI in Q2 2025 and has held it in 6 quarters since. 239 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • Crown Wealth Group held 33,031 shares of United Bankshares worth $1.52M as of Q3 2026.
  • Crown Wealth Group left its United Bankshares share count unchanged in Q3 2026.
  • United Bankshares made up 0.38% of Crown Wealth Group's portfolio in Q3 2026, its #41 holding.
  • Crown Wealth Group first reported a position in United Bankshares in Q2 2025 and has held it in 6 quarters since.
  • 239 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.