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EP Wealth Advisors’s United Bankshares UBSI Stock Holding History

EP Wealth 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
2026
Q2 		$3.98M Buy
86,817
+1,177
+1% +$51.5K 0.02% 431
2026
Q1 		$3.55M Buy
85,640
+277
+0.3% +$11.5K 0.02% 365
2025
Q4 		$3.28M Buy
+85,363
New +$3.18M 0.02% 351
2025
Q2 		$3.05M Sell
83,650
-96
-0.1% -$3.37K 0.02% 340
2025
Q1 		$2.9M Buy
83,746
+76
+0.1% +$2.78K 0.02% 303
2024
Q4 		$3.14M Buy
83,670
+170
+0.2% +$6.69K 0.03% 278
2024
Q3 		$3.1M Hold
83,500
– – 0.03% 280
2024
Q2 		$2.71M Hold
83,500
– – 0.03% 243
2024
Q1 		$2.99M Hold
83,500
– – 0.03% 224
2023
Q4 		$3.14M Hold
83,500
– – 0.04% 210
2023
Q3 		$2.3M Buy
83,500
+63,245
+312% +$1.9M 0.04% 227
2023
Q2 		$2.48M Buy
20,255
+12,818
+172% +$403K 0.04% 216
2023
Q1 		$236K Sell
7,437
-76,057
-91% -$2.98M ﹤0.01% 540
2022
Q4 		$3.38M Hold
83,494
– – 0.06% 163
2022
Q3 		$2.98M Sell
83,494
-169
-0.2% -$6.3K 0.07% 153
2022
Q2 		$2.93M Buy
83,663
+6
+0% +$210 0.07% 157
2022
Q1 		$2.92M Sell
83,657
-43
-0.1% -$1.56K 0.06% 165
2021
Q4 		$3.04M Buy
83,700
+1
+0% +$37 0.07% 145
2021
Q3 		$3.04M Buy
+83,699
New +$2.93M 0.08% 133

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

EP Wealth Advisors's UBSI Position: Q2 2026 in Review

EP Wealth Advisors increased its United Bankshares (UBSI) stake by 1.4% in Q2 2026, buying an estimated $51.5K and bringing the position to 86,817 shares worth $3.98M. The position accounts for 0.02% of the portfolio, ranked #431.

EP Wealth Advisors first reported a position in UBSI in Q3 2021 and has held it in 19 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • EP Wealth Advisors held 86,817 shares of United Bankshares worth $3.98M as of Q2 2026.
  • EP Wealth Advisors bought 1,177 United Bankshares shares in Q2 2026, an estimated $51.5K.
  • United Bankshares made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #431 holding.
  • EP Wealth Advisors first reported a position in United Bankshares in Q3 2021 and has held it in 19 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.