FFA
UBSI icon

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
Q3 		$62.2K Buy
1,355
+448
+49% +$21.3K ﹤0.01% 3230
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Farther Finance Advisors's UBSI Position: Q3 2026 in Review

Farther Finance Advisors increased its United Bankshares (UBSI) stake by 49% in Q3 2026, buying an estimated $21.3K and bringing the position to 1,355 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

Farther Finance Advisors first reported a position in UBSI in Q4 2022 and has held it in 16 quarters since. 14 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • Farther Finance Advisors held 1,355 shares of United Bankshares worth $62.2K as of Q3 2026.
  • Farther Finance Advisors bought 448 United Bankshares shares in Q3 2026, an estimated $21.3K.
  • United Bankshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3230 holding.
  • Farther Finance Advisors first reported a position in United Bankshares in Q4 2022 and has held it in 16 quarters since.
  • 14 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.