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Dana Investment Advisors’s United Bankshares UBSI Stock Holding History

Dana Investment Advisors’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 		$3.38M Sell
73,856
-1,226
-2% -$53.6K 0.09% 253
2026
Q1 		$3.11M Sell
75,082
-169
-0.2% -$7.03K 0.09% 239
2025
Q4 		$2.89M Sell
75,251
-97
-0.1% -$3.61K 0.08% 249
2025
Q3 		$2.8M Sell
75,348
-544
-0.7% -$20.3K 0.08% 248
2025
Q2 		$2.76M Sell
75,892
-1,228
-2% -$43.1K 0.09% 238
2025
Q1 		$2.67M Sell
77,120
-1,986
-3% -$72.8K 0.1% 234
2024
Q4 		$2.97M Sell
79,106
-4,555
-5% -$179K 0.1% 236
2024
Q3 		$3.1M Sell
83,661
-9,876
-11% -$360K 0.1% 230
2024
Q2 		$3.03M Sell
93,537
-1,252
-1% -$41.4K 0.1% 225
2024
Q1 		$3.39M Buy
+94,789
New +$3.35M 0.11% 223

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

Dana Investment Advisors's UBSI Position: Q2 2026 in Review

Dana Investment Advisors reduced its United Bankshares (UBSI) stake by 1.6% in Q2 2026, selling an estimated $53.6K and leaving 73,856 shares worth $3.38M. The position accounts for 0.09% of the portfolio, ranked #253.

Dana Investment Advisors first reported a position in UBSI in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.39M in Q1 2024. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Dana Investment Advisors held 73,856 shares of United Bankshares worth $3.38M as of Q2 2026.
  • Dana Investment Advisors sold 1,226 United Bankshares shares in Q2 2026, an estimated $53.6K.
  • United Bankshares made up 0.09% of Dana Investment Advisors's portfolio in Q2 2026, its #253 holding.
  • Dana Investment Advisors first reported a position in United Bankshares in Q1 2024 and has held it in 10 quarters since.
  • Dana Investment Advisors's United Bankshares position peaked at $3.39M in Q1 2024.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.