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EverSource Wealth Advisors’s United Bankshares UBSI Stock Holding History

EverSource 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 		$44.5K Sell
971
-708
-42% -$31K ﹤0.01% 1856
2026
Q1 		$69.5K Buy
1,679
+187
+13% +$7.77K ﹤0.01% 1658
2025
Q4 		$57.3K Buy
1,492
+292
+24% +$10.9K ﹤0.01% 1656
2025
Q3 		$44.7K Buy
1,200
+25
+2% +$932 ﹤0.01% 1788
2025
Q2 		$42.8K Buy
1,175
+988
+528% +$34.7K ﹤0.01% 1720
2025
Q1 		$6.48K Buy
187
+139
+290% +$5.09K ﹤0.01% 2362
2024
Q4 		$1.8K Sell
48
-15
-24% -$591 ﹤0.01% 2755
2024
Q3 		$2.34K Sell
63
-346
-85% -$12.6K ﹤0.01% 2499
2024
Q2 		$15.9K Buy
409
+2
+0.5% +$66 ﹤0.01% 1614
2024
Q1 		$13.2K Buy
407
+102
+33% +$3.61K ﹤0.01% 1559
2023
Q4 		$11.5K Buy
305
+288
+1,694% +$9.15K ﹤0.01% 1498
2023
Q3 		$469 Sell
17
-9
-35% -$271 ﹤0.01% 2388
2023
Q2 		$771 Sell
26
-105
-80% -$3.31K ﹤0.01% 2278
2023
Q1 		$4.61K Hold
131
– – ﹤0.01% 1667
2022
Q4 		$5.3K Hold
131
– – ﹤0.01% 1573
2022
Q3 		$5K Buy
+131
New +$4.88K ﹤0.01% 1400

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

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

EverSource Wealth Advisors reduced its United Bankshares (UBSI) stake by 42% in Q2 2026, selling an estimated $31K and leaving 971 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

EverSource Wealth Advisors first reported a position in UBSI in Q3 2022 and has held it in 16 quarters since. The position peaked at $69.5K in Q1 2026. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • EverSource Wealth Advisors held 971 shares of United Bankshares worth $44.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 708 United Bankshares shares in Q2 2026, an estimated $31K.
  • United Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1856 holding.
  • EverSource Wealth Advisors first reported a position in United Bankshares in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's United Bankshares position peaked at $69.5K in Q1 2026.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.