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Davenport & Co’s United Bankshares UBSI Stock Holding History

Davenport & 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
Q2 		$660K Sell
14,411
-74
-0.5% -$3.24K ﹤0.01% 903
2026
Q1 		$600K Buy
14,485
+7
+0% +$291 ﹤0.01% 868
2025
Q4 		$556K Buy
14,478
+7
+0% +$261 ﹤0.01% 867
2025
Q3 		$538K Sell
14,471
-227
-2% -$8.46K ﹤0.01% 877
2025
Q2 		$535K Sell
14,698
-17
-0.1% -$597 ﹤0.01% 861
2025
Q1 		$510K Sell
14,715
-1,230
-8% -$45.1K ﹤0.01% 835
2024
Q4 		$599K Sell
15,945
-517
-3% -$20.4K ﹤0.01% 768
2024
Q3 		$611K Sell
16,462
-925
-5% -$33.8K ﹤0.01% 760
2024
Q2 		$564K Sell
17,387
-883
-5% -$29.2K ﹤0.01% 758
2024
Q1 		$654K Sell
18,270
-718
-4% -$25.4K ﹤0.01% 729
2023
Q4 		$713K Sell
18,988
-275
-1% -$8.74K ﹤0.01% 668
2023
Q3 		$531K Sell
19,263
-1,054
-5% -$31.7K ﹤0.01% 711
2023
Q2 		$603K Buy
20,317
+293
+1% +$9.22K ﹤0.01% 699
2023
Q1 		$705K Buy
20,024
+26
+0.1% +$1.02K 0.01% 630
2022
Q4 		$810K Sell
19,998
-3
-0% -$122 0.01% 556
2022
Q3 		$715K Sell
20,001
-309
-2% -$11.5K 0.01% 581
2022
Q2 		$712K Sell
20,310
-311
-2% -$10.9K 0.01% 584
2022
Q1 		$719K Buy
20,621
+4,697
+29% +$171K ﹤0.01% 633
2021
Q4 		$578K Buy
15,924
+7,536
+90% +$277K ﹤0.01% 717
2021
Q3 		$305K Buy
8,388
+238
+3% +$8.32K ﹤0.01% 853
2021
Q2 		$297K Buy
8,150
+5
+0.1% +$196 ﹤0.01% 790
2021
Q1 		$314K Buy
8,145
+5
+0.1% +$183 ﹤0.01% 644
2020
Q4 		$264K Buy
+8,140
New +$230K ﹤0.01% 677
2020
Q3 		– Sell
-8,127
Closed -$225K – 754
2020
Q2 		$225K Buy
+8,127
New +$218K ﹤0.01% 617
2020
Q1 		– Sell
-8,033
Closed -$311K – 738
2019
Q4 		$311K Buy
8,033
+7
+0.1% +$270 ﹤0.01% 578
2019
Q3 		$298K Hold
8,026
– – ﹤0.01% 561
2019
Q2 		$298K Buy
8,026
+3
+0% +$113 ﹤0.01% 564
2019
Q1 		$291K Sell
8,023
-782
-9% -$28.2K ﹤0.01% 545
2018
Q4 		$274K Buy
8,805
+3
+0% +$101 ﹤0.01% 535
2018
Q3 		$320K Buy
8,802
+4
+0% +$152 ﹤0.01% 536
2018
Q2 		$320K Buy
8,798
+3
+0% +$107 ﹤0.01% 542
2018
Q1 		$310K Buy
8,795
+3
+0% +$109 ﹤0.01% 544
2017
Q4 		$306K Buy
8,792
+3
+0% +$108 ﹤0.01% 552
2017
Q3 		$327K Buy
8,789
+3
+0% +$106 ﹤0.01% 526
2017
Q2 		$344K Buy
8,786
+288
+3% +$11.4K ﹤0.01% 508
2017
Q1 		$393K Hold
8,498
– – 0.01% 449
2016
Q4 		$393K Buy
8,498
+929
+12% +$39.4K 0.01% 455
2016
Q3 		$285K Hold
7,569
– – ﹤0.01% 496
2016
Q2 		$284K Hold
7,569
– – ﹤0.01% 478
2016
Q1 		$278K Hold
7,569
– – ﹤0.01% 474
2015
Q4 		$280K Hold
7,569
– – ﹤0.01% 460
2015
Q3 		$288K Hold
7,569
– – ﹤0.01% 449
2015
Q2 		$305K Hold
7,569
– – ﹤0.01% 462
2015
Q1 		$284K Sell
7,569
-250
-3% -$9.13K ﹤0.01% 492
2014
Q4 		$293K Hold
7,819
– – ﹤0.01% 470
2014
Q3 		$242K Hold
7,819
– – ﹤0.01% 505
2014
Q2 		$253K Hold
7,819
– – ﹤0.01% 504
2014
Q1 		$239K Buy
7,819
+250
+3% +$7.5K ﹤0.01% 505
2013
Q4 		$238K Hold
7,569
– – ﹤0.01% 491
2013
Q3 		$219K Hold
7,569
– – ﹤0.01% 485
2013
Q2 		$200K Buy
+7,569
New +$195K ﹤0.01% 481

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Davenport & Co's UBSI Position: Q2 2026 in Review

Davenport & Co reduced its United Bankshares (UBSI) stake by 0.51% in Q2 2026, selling an estimated $3.24K and leaving 14,411 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Davenport & Co first reported a position in UBSI in Q2 2013 and has held it in 51 quarters since. The position peaked at $810K in Q4 2022. 68 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Davenport & Co held 14,411 shares of United Bankshares worth $660K as of Q2 2026.
  • Davenport & Co sold 74 United Bankshares shares in Q2 2026, an estimated $3.24K.
  • United Bankshares made up ﹤0.01% of Davenport & Co's portfolio in Q2 2026, its #903 holding.
  • Davenport & Co first reported a position in United Bankshares in Q2 2013 and has held it in 51 quarters since.
  • Davenport & Co's United Bankshares position peaked at $810K in Q4 2022.
  • 68 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.