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Farther Finance Advisors’s United Bankshares UBSI Stock Holding History

Farther Finance 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 		$41.6K Sell
907
-47
-5% -$2.06K ﹤0.01% 3391
2026
Q1 		$39.8K Buy
954
+98
+11% +$4.07K ﹤0.01% 3161
2025
Q4 		$32.9K Buy
856
+567
+196% +$21.1K ﹤0.01% 3096
2025
Q3 		$10.8K Sell
289
-299
-51% -$11.1K ﹤0.01% 3413
2025
Q2 		$21.4K Sell
588
-379
-39% -$13.3K ﹤0.01% 2634
2025
Q1 		$33.3K Buy
967
+850
+726% +$31.1K ﹤0.01% 2111
2024
Q4 		$4.39K Buy
117
+3
+3% +$118 ﹤0.01% 2725
2024
Q3 		$4.22K Buy
114
+23
+25% +$839 ﹤0.01% 2712
2024
Q2 		$2.94K Buy
91
+10
+12% +$331 ﹤0.01% 2631
2024
Q1 		$2.85K Hold
81
– – ﹤0.01% 2340
2023
Q4 		$3.04K Buy
81
+72
+800% +$2.29K ﹤0.01% 2236
2023
Q3 		$248 Hold
9
– – ﹤0.01% 2428
2023
Q2 		$267 Hold
9
– – ﹤0.01% 2311
2023
Q1 		$317 Hold
9
– – ﹤0.01% 2112
2022
Q4 		$364 Buy
+9
New +$365 ﹤0.01% 1895

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Farther Finance Advisors's UBSI Position: Q2 2026 in Review

Farther Finance Advisors reduced its United Bankshares (UBSI) stake by 4.9% in Q2 2026, selling an estimated $2.06K and leaving 907 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3391.

Farther Finance Advisors first reported a position in UBSI in Q4 2022 and has held it in 15 quarters since. 79 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Farther Finance Advisors held 907 shares of United Bankshares worth $41.6K as of Q2 2026.
  • Farther Finance Advisors sold 47 United Bankshares shares in Q2 2026, an estimated $2.06K.
  • United Bankshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3391 holding.
  • Farther Finance Advisors first reported a position in United Bankshares in Q4 2022 and has held it in 15 quarters since.
  • 79 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.