EntryPoint Capital’s United Bankshares UBSI Stock Holding History

EntryPoint Capital’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 Q2	–	Sell	-8,269	Closed	-$287K	–	826
2025 Q1	$287K	Buy	8,269 +1	+0%	+$37	0.13%	343
2024 Q4	$310K	Buy	+8,268	New	+$326K	0.13%	351
2024 Q3	–	Sell	-594	Closed	-$19.3K	–	1150
2024 Q2	$19.3K	Buy	+594	New	+$19.6K	0.03%	717
2024 Q1	–	Sell	-103	Closed	-$3.87K	–	1771
2023 Q4	$3.87K	Buy	+103	New	+$3.27K	﹤0.01%	1237

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EntryPoint Capital's UBSI Position: Q2 2025 in Review

EntryPoint Capital sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 8,269 shares — an estimated $287K sold.

EntryPoint Capital first reported a position in UBSI in Q4 2023 and held it in 4 quarters. The position peaked at $310K in Q4 2024. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

EntryPoint Capital reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
EntryPoint Capital sold 8,269 United Bankshares shares in Q2 2025, an estimated $287K.
EntryPoint Capital first reported a position in United Bankshares in Q4 2023 and held it in 4 quarters.
EntryPoint Capital's United Bankshares position peaked at $310K in Q4 2024.
364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on EntryPoint Capital's 13F filing for Q2 2025, filed 11 Aug 2025.