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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
Q2 		$311K Sell
6,777
-8,169
-55% -$357K 0.01% 859
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 $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

Edgestream Partners's UBSI Position: Q2 2026 in Review

Edgestream Partners reduced its United Bankshares (UBSI) stake by 55% in Q2 2026, selling an estimated $357K and leaving 6,777 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #859.

Edgestream Partners first reported a position in UBSI in Q2 2023 and has held it in 3 quarters since. The position peaked at $761K in Q2 2023. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Edgestream Partners held 6,777 shares of United Bankshares worth $311K as of Q2 2026.
  • Edgestream Partners sold 8,169 United Bankshares shares in Q2 2026, an estimated $357K.
  • United Bankshares made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #859 holding.
  • Edgestream Partners first reported a position in United Bankshares in Q2 2023 and has held it in 3 quarters since.
  • Edgestream Partners's United Bankshares position peaked at $761K in Q2 2023.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.