FWI
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Facet Wealth Inc’s United Bankshares UBSI Stock Holding History

Facet Wealth Inc’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
Q1 		$350K Sell
8,445
-182
-2% -$7.57K 0.01% 229
2025
Q4 		$360K Sell
8,627
-735
-8% -$27.4K 0.01% 195
2025
Q3 		$348K Buy
+9,362
New +$349K 0.01% 150

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Facet Wealth Inc's UBSI Position: Q1 2026 in Review

Facet Wealth Inc reduced its United Bankshares (UBSI) stake by 2.1% in Q1 2026, selling an estimated $7.57K and leaving 8,445 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #229.

Facet Wealth Inc first reported a position in UBSI in Q3 2025 and has held it in 3 quarters since. The position peaked at $360K in Q4 2025. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Facet Wealth Inc held 8,445 shares of United Bankshares worth $350K as of Q1 2026.
  • Facet Wealth Inc sold 182 United Bankshares shares in Q1 2026, an estimated $7.57K.
  • United Bankshares made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #229 holding.
  • Facet Wealth Inc first reported a position in United Bankshares in Q3 2025 and has held it in 3 quarters since.
  • Facet Wealth Inc's United Bankshares position peaked at $360K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.