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Dover Advisors’s United Bankshares UBSI Stock Holding History

Dover 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
Q1 		$1.25M Sell
29,810
-17,217
-37% -$716K 0.52% 51
2025
Q4 		$1.83M Sell
47,027
-23,066
-33% -$859K 0.71% 41
2025
Q3 		$2.63M Sell
70,093
-15,959
-19% -$595K 1.05% 25
2025
Q2 		$3.13M Hold
86,052
– – 1.38% 15
2025
Q1 		$3.02M Buy
+86,052
New +$3.15M 1.31% 18

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

Dover Advisors's UBSI Position: Q1 2026 in Review

Dover Advisors reduced its United Bankshares (UBSI) stake by 37% in Q1 2026, selling an estimated $716K and leaving 29,810 shares worth $1.25M. The position accounts for 0.52% of the portfolio, ranked #51.

Dover Advisors first reported a position in UBSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.13M in Q2 2025. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Dover Advisors held 29,810 shares of United Bankshares worth $1.25M as of Q1 2026.
  • Dover Advisors sold 17,217 United Bankshares shares in Q1 2026, an estimated $716K.
  • United Bankshares made up 0.52% of Dover Advisors's portfolio in Q1 2026, its #51 holding.
  • Dover Advisors first reported a position in United Bankshares in Q1 2025 and has held it in 5 quarters since.
  • Dover Advisors's United Bankshares position peaked at $3.13M in Q2 2025.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.