Edgemoor Investment Advisors’s United Bankshares UBSI Stock Holding History

Edgemoor 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
2025 Q4	–	Sell	-11,497	Closed	-$428K	–	191
2025 Q3	$428K	Buy	+11,497	New	+$429K	0.03%	132
2023 Q1	–	Sell	-15,229	Closed	-$617K	–	171
2022 Q4	$617K	Buy	+15,229	New	+$617K	0.08%	103
2019 Q4	–	Sell	-6,511	Closed	-$247K	–	135
2019 Q3	$247K	Hold	6,511	–	–	0.03%	119
2019 Q2	$241K	Hold	6,511	–	–	0.03%	125
2019 Q1	$236K	Hold	6,511	–	–	0.03%	127
2018 Q4	$203K	Hold	6,511	–	–	0.03%	126
2018 Q3	$237K	Hold	6,511	–	–	0.03%	125
2018 Q2	$237K	Hold	6,511	–	–	0.03%	123
2018 Q1	$230K	Hold	6,511	–	–	0.03%	130
2017 Q4	$238K	Sell	6,511 -29,201	-82%	-$1.05M	0.03%	129
2017 Q3	$1.33M	Hold	35,712	–	–	0.18%	77
2017 Q2	$1.4M	Buy	+35,712	New	+$1.42M	0.19%	79
2016 Q4	–	Sell	-11,702	Closed	-$441K	–	121
2016 Q3	$441K	Buy	+11,702	New	+$448K	0.07%	94
2016 Q1	–	Sell	-26,674	Closed	-$987K	–	137
2015 Q4	$987K	Hold	26,674	–	–	0.15%	86
2015 Q3	$1.01M	Hold	26,674	–	–	0.15%	86
2015 Q2	$1.07M	Hold	26,674	–	–	0.16%	83
2015 Q1	$1M	Hold	26,674	–	–	0.14%	83
2014 Q4	$999K	Buy	+26,674	New	+$917K	0.15%	80

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Edgemoor Investment Advisors's UBSI Position: Q4 2025 in Review

Edgemoor Investment Advisors sold out of United Bankshares (UBSI) in Q4 2025, closing a stake of 11,497 shares — an estimated $428K sold.

Edgemoor Investment Advisors first reported a position in UBSI in Q4 2014 and held it in 18 quarters. The position peaked at $1.4M in Q2 2017. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

Edgemoor Investment Advisors reported no remaining United Bankshares position as of Q4 2025 after selling out during the quarter.
Edgemoor Investment Advisors sold 11,497 United Bankshares shares in Q4 2025, an estimated $428K.
Edgemoor Investment Advisors first reported a position in United Bankshares in Q4 2014 and held it in 18 quarters.
Edgemoor Investment Advisors's United Bankshares position peaked at $1.4M in Q2 2017.
395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.