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Essential Partners’s United Bankshares UBSI Stock Holding History

Essential 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 		$4.58K Sell
100
-260
-72% -$11.4K ﹤0.01% 1585
2026
Q1 		$14.9K Buy
360
+5
+1% +$208 0.01% 1049
2025
Q4 		$13.6K Buy
355
+332
+1,443% +$12.4K ﹤0.01% 1052
2025
Q3 		$856 Buy
+23
New +$858 ﹤0.01% 2067

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Essential Partners's UBSI Position: Q2 2026 in Review

Essential Partners reduced its United Bankshares (UBSI) stake by 72% in Q2 2026, selling an estimated $11.4K and leaving 100 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Essential Partners first reported a position in UBSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.9K in Q1 2026. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Essential Partners held 100 shares of United Bankshares worth $4.58K as of Q2 2026.
  • Essential Partners sold 260 United Bankshares shares in Q2 2026, an estimated $11.4K.
  • United Bankshares made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1585 holding.
  • Essential Partners first reported a position in United Bankshares in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's United Bankshares position peaked at $14.9K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.