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
Q2 		$379K Sell
8,259
-186
-2% -$8.13K 0.01% 265
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 $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

Facet Wealth Inc's UBSI Position: Q2 2026 in Review

Facet Wealth Inc reduced its United Bankshares (UBSI) stake by 2.2% in Q2 2026, selling an estimated $8.13K and leaving 8,259 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #265.

Facet Wealth Inc first reported a position in UBSI in Q3 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Facet Wealth Inc held 8,259 shares of United Bankshares worth $379K as of Q2 2026.
  • Facet Wealth Inc sold 186 United Bankshares shares in Q2 2026, an estimated $8.13K.
  • United Bankshares made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #265 holding.
  • Facet Wealth Inc first reported a position in United Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.