Curio Wealth’s United Bankshares UBSI Stock Holding History

Curio 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	–	Sell	-5	Closed	-$207	–	1071
2026 Q1	$207	Buy	+5	New	+$208	﹤0.01%	762

Other funds holding UBSI

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curio Wealth's UBSI Position: Q2 2026 in Review

Curio Wealth sold out of United Bankshares (UBSI) in Q2 2026, closing a stake of 5 shares — an estimated $207 sold.

Curio Wealth first reported a position in UBSI in Q1 2026 and held it in 1 quarter. The position peaked at $207 in Q1 2026. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Curio Wealth reported no remaining United Bankshares position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 5 United Bankshares shares in Q2 2026, an estimated $207.
Curio Wealth first reported a position in United Bankshares in Q1 2026 and held it in 1 quarter.
Curio Wealth's United Bankshares position peaked at $207 in Q1 2026.
450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.