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CVA Family Office’s United Bankshares UBSI Stock Holding History

CVA Family Office’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 		$9.9K Buy
216
+37
+21% +$1.62K ﹤0.01% 1023
2026
Q1 		$7.41K Buy
+179
New +$7.44K ﹤0.01% 1095

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CVA Family Office's UBSI Position: Q2 2026 in Review

CVA Family Office increased its United Bankshares (UBSI) stake by 21% in Q2 2026, buying an estimated $1.62K and bringing the position to 216 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

CVA Family Office first reported a position in UBSI in Q1 2026 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • CVA Family Office held 216 shares of United Bankshares worth $9.9K as of Q2 2026.
  • CVA Family Office bought 37 United Bankshares shares in Q2 2026, an estimated $1.62K.
  • United Bankshares made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1023 holding.
  • CVA Family Office first reported a position in United Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.