DADC
UBSI icon

D.A. Davidson & Co’s United Bankshares UBSI Stock Holding History

D.A. Davidson & Co’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
Q1 		$281K Hold
6,782
– – ﹤0.01% 1377
2025
Q4 		$260K Hold
6,782
– – ﹤0.01% 1362
2025
Q3 		$252K Buy
+6,782
New +$253K ﹤0.01% 1360
2024
Q1 		– Sell
-10,843
Closed -$407K – 1461
2023
Q4 		$407K Sell
10,843
-99
-0.9% -$3.15K ﹤0.01% 1021
2023
Q3 		$302K Buy
10,942
+964
+10% +$29K ﹤0.01% 1083
2023
Q2 		$296K Buy
9,978
+394
+4% +$12.4K ﹤0.01% 1103
2023
Q1 		$337K Buy
9,584
+164
+2% +$6.44K ﹤0.01% 1035
2022
Q4 		$381K Buy
9,420
+217
+2% +$8.8K ﹤0.01% 943
2022
Q3 		$329K Buy
9,203
+64
+0.7% +$2.39K ﹤0.01% 970
2022
Q2 		$321K Buy
9,139
+127
+1% +$4.46K ﹤0.01% 987
2022
Q1 		$314K Buy
9,012
+284
+3% +$10.3K ﹤0.01% 1059
2021
Q4 		$317K Buy
+8,728
New +$321K ﹤0.01% 1034
2017
Q3 		– Sell
-620
Closed -$24K – 1937
2017
Q2 		$24K Hold
620
– – ﹤0.01% 1778
2017
Q1 		$26K Hold
620
– – ﹤0.01% 1755
2016
Q4 		$28K Sell
620
-900
-59% -$38.2K ﹤0.01% 1821
2016
Q3 		$57K Buy
1,520
+1,428
+1,552% +$54.7K ﹤0.01% 1465
2016
Q2 		$3K Hold
92
– – ﹤0.01% 2219
2016
Q1 		$3K Hold
92
– – ﹤0.01% 2123
2015
Q4 		$3K Hold
92
– – ﹤0.01% 2096
2015
Q3 		$3K Hold
92
– – ﹤0.01% 2077
2015
Q2 		$3K Buy
+92
New +$3.52K ﹤0.01% 2083
2014
Q3 		– Sell
-1,055
Closed -$34K – 2179
2014
Q2 		$34K Buy
1,055
+11
+1% +$335 ﹤0.01% 1526
2014
Q1 		$31K Buy
1,044
+10
+1% +$300 ﹤0.01% 1537
2013
Q4 		$32K Buy
+1,034
New +$31.6K ﹤0.01% 1444

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.A. Davidson & Co's UBSI Position: Q1 2026 in Review

D.A. Davidson & Co held its United Bankshares (UBSI) position steady in Q1 2026 at 6,782 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

D.A. Davidson & Co first reported a position in UBSI in Q4 2013 and has held it in 24 quarters since. The position peaked at $407K in Q4 2023. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • D.A. Davidson & Co held 6,782 shares of United Bankshares worth $281K as of Q1 2026.
  • D.A. Davidson & Co left its United Bankshares share count unchanged in Q1 2026.
  • United Bankshares made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1377 holding.
  • D.A. Davidson & Co first reported a position in United Bankshares in Q4 2013 and has held it in 24 quarters since.
  • D.A. Davidson & Co's United Bankshares position peaked at $407K in Q4 2023.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.