CWA Asset Management Group’s United Bankshares UBSI Stock Holding History

CWA Asset Management 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	$754K	Buy	16,448 +3,829	+30%	+$167K	0.02%	432
2026 Q1	$523K	Hold	12,619	–	–	0.02%	476
2025 Q4	$485K	Sell	12,619 -48	-0.4%	-$1.79K	0.02%	464
2025 Q3	$471K	Hold	12,667	–	–	0.02%	476
2025 Q2	$461K	Buy	12,667 +242	+2%	+$8.5K	0.02%	462
2025 Q1	$431K	Hold	12,425	–	–	0.02%	453
2024 Q4	$467K	Hold	12,425	–	–	0.02%	396
2024 Q3	$461K	Buy	+12,425	New	+$453K	0.02%	377
2024 Q1	$445K	Hold	12,425	–	–	0.03%	333
2023 Q4	$467K	Hold	12,425	–	–	0.03%	260
2023 Q3	$343K	Buy	12,425 +48	+0.4%	+$1.45K	0.03%	267
2023 Q2	$367K	Hold	12,377	–	–	0.03%	254
2023 Q1	$436K	Hold	12,377	–	–	0.03%	216
2022 Q4	$501K	Hold	12,377	–	–	0.04%	195
2022 Q3	$442K	Hold	12,377	–	–	0.04%	188
2022 Q2	$434K	Hold	12,377	–	–	0.04%	187
2022 Q1	$432K	Hold	12,377	–	–	0.03%	202
2021 Q4	$449K	Hold	12,377	–	–	0.03%	195
2021 Q3	$450K	Sell	12,377 -16,548	-57%	-$579K	0.04%	189
2021 Q2	$1.06M	Hold	28,925	–	–	0.09%	132
2021 Q1	$1.12M	Hold	28,925	–	–	0.1%	121
2020 Q4	$937K	Hold	28,925	–	–	0.1%	127
2020 Q3	$621K	Hold	28,925	–	–	0.08%	118
2020 Q2	$800K	Buy	+28,925	New	+$777K	0.14%	92
2018 Q4	–	Sell	-7,198	Closed	-$262K	–	221
2018 Q3	$262K	Hold	7,198	–	–	0.06%	164
2018 Q2	$262K	Hold	7,198	–	–	0.06%	170
2018 Q1	$254K	Hold	7,198	–	–	0.06%	155
2017 Q4	$250K	Hold	7,198	–	–	0.07%	147
2017 Q3	$267K	Sell	7,198 -2,399	-25%	-$84.4K	0.08%	137
2017 Q2	$376K	Sell	9,597 -886	-8%	-$35.2K	0.12%	111
2017 Q1	$443K	Buy	10,483 +886	+9%	+$39K	0.15%	99
2016 Q4	$444K	Hold	9,597	–	–	0.19%	104
2016 Q3	$362K	Hold	9,597	–	–	0.2%	93
2016 Q2	$360K	Buy	+9,597	New	+$362K	0.22%	100
2016 Q1	–	Sell	-7,724	Closed	-$286K	–	129
2015 Q4	$286K	Buy	+7,724	New	+$305K	0.32%	103

Other funds holding UBSI

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CrossGen Wealth Greenville, North Carolina $129M AUM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

CWA Asset Management Group's UBSI Position: Q2 2026 in Review

CWA Asset Management Group increased its United Bankshares (UBSI) stake by 30% in Q2 2026, buying an estimated $167K and bringing the position to 16,448 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #432.

CWA Asset Management Group first reported a position in UBSI in Q4 2015 and has held it in 35 quarters since. The position peaked at $1.12M in Q1 2021. 112 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

CWA Asset Management Group held 16,448 shares of United Bankshares worth $754K as of Q2 2026.
CWA Asset Management Group bought 3,829 United Bankshares shares in Q2 2026, an estimated $167K.
United Bankshares made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #432 holding.
CWA Asset Management Group first reported a position in United Bankshares in Q4 2015 and has held it in 35 quarters since.
CWA Asset Management Group's United Bankshares position peaked at $1.12M in Q1 2021.
112 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.