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Edgestream Partners’s United Bankshares UBSI Stock Holding History

Edgestream Partners’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 		$619K Buy
+14,946
New +$621K 0.02% 708
2023
Q3 		– Sell
-25,645
Closed -$761K – 982
2023
Q2 		$761K Buy
+25,645
New +$807K 0.07% 420

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

Edgestream Partners's UBSI Position: Q1 2026 in Review

Edgestream Partners opened a new position in United Bankshares (UBSI) in Q1 2026: 14,946 shares worth $619K. The stake represents 0.02% of the portfolio and ranks #708 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in UBSI as recently as Q2 2023.

Edgestream Partners first reported a position in UBSI in Q2 2023 and has held it in 2 quarters since. The position peaked at $761K in Q2 2023. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Edgestream Partners held 14,946 shares of United Bankshares worth $619K as of Q1 2026.
  • United Bankshares was a new Edgestream Partners position in Q1 2026.
  • United Bankshares made up 0.02% of Edgestream Partners's portfolio in Q1 2026, its #708 holding.
  • Edgestream Partners first reported a position in United Bankshares in Q2 2023 and has held it in 2 quarters since.
  • Edgestream Partners's United Bankshares position peaked at $761K in Q2 2023.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.