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Curran Financial Partners’s United Bankshares UBSI Stock Holding History

Curran Financial Partners’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 		$405K Hold
8,841
– – 0.06% 96
2026
Q1 		$366K Sell
8,841
-2,040
-19% -$84.8K 0.07% 91
2025
Q4 		$418K Hold
10,881
– – 0.08% 89
2025
Q3 		$405K Buy
10,881
+100
+0.9% +$3.73K 0.08% 98
2025
Q2 		$393K Hold
10,781
– – 0.09% 90
2025
Q1 		$374K Hold
10,781
– – 0.09% 74
2024
Q4 		$405K Hold
10,781
– – 0.11% 69
2024
Q3 		$400K Hold
10,781
– – 0.11% 67
2024
Q2 		$350K Hold
10,781
– – 0.12% 65
2024
Q1 		$386K Hold
10,781
– – 0.13% 62
2023
Q4 		$399K Hold
10,781
– – 0.15% 58
2023
Q3 		$297K Hold
10,781
– – 0.13% 57
2023
Q2 		$320K Hold
10,781
– – 0.14% 60
2023
Q1 		$379K Buy
+10,781
New +$423K 0.18% 51

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

Curran Financial Partners's UBSI Position: Q2 2026 in Review

Curran Financial Partners held its United Bankshares (UBSI) position steady in Q2 2026 at 8,841 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #96.

Curran Financial Partners first reported a position in UBSI in Q1 2023 and has held it in 14 quarters since. The position peaked at $418K in Q4 2025. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Curran Financial Partners held 8,841 shares of United Bankshares worth $405K as of Q2 2026.
  • Curran Financial Partners left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up 0.06% of Curran Financial Partners's portfolio in Q2 2026, its #96 holding.
  • Curran Financial Partners first reported a position in United Bankshares in Q1 2023 and has held it in 14 quarters since.
  • Curran Financial Partners's United Bankshares position peaked at $418K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.