Emerald Mutual Fund Advisers Trust’s United Bankshares UBSI Stock Holding History

Emerald Mutual Fund Advisers Trust’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	$288K	Hold	6,277	–	–	0.01%	186
2026 Q1	$260K	Sell	6,277 -7,541	-55%	-$313K	0.01%	184
2025 Q4	$531K	Sell	13,818 -6,290	-31%	-$234K	0.03%	156
2025 Q3	$748K	Hold	20,108	–	–	0.04%	155
2025 Q2	$733K	Buy	20,108 +16,636	+479%	+$584K	0.04%	151
2025 Q1	$120K	Buy	+3,472	New	+$127K	0.01%	196
2020 Q3	–	Sell	-26,175	Closed	-$724K	–	358
2020 Q2	$724K	Hold	26,175	–	–	0.03%	187
2020 Q1	$604K	Buy	+26,175	New	+$822K	0.04%	180
2017 Q1	–	Sell	-18,300	Closed	-$846K	–	287
2016 Q4	$846K	Hold	18,300	–	–	0.04%	214
2016 Q3	$689K	Buy	+18,300	New	+$701K	0.04%	214

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's UBSI Position: Q2 2026 in Review

Emerald Mutual Fund Advisers Trust held its United Bankshares (UBSI) position steady in Q2 2026 at 6,277 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #186.

Emerald Mutual Fund Advisers Trust first reported a position in UBSI in Q3 2016 and has held it in 10 quarters since. The position peaked at $846K in Q4 2016. 448 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Emerald Mutual Fund Advisers Trust held 6,277 shares of United Bankshares worth $288K as of Q2 2026.
Emerald Mutual Fund Advisers Trust left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up 0.01% of Emerald Mutual Fund Advisers Trust's portfolio in Q2 2026, its #186 holding.
Emerald Mutual Fund Advisers Trust first reported a position in United Bankshares in Q3 2016 and has held it in 10 quarters since.
Emerald Mutual Fund Advisers Trust's United Bankshares position peaked at $846K in Q4 2016.
448 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2026, filed 5 Aug 2026.