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FNY Investment Advisers’s United Bankshares UBSI Stock Holding History

FNY Investment Advisers’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 		$73K Hold
1,600
– – 0.02% 346
2026
Q2 		$73K Hold
1,600
– – 0.03% 365
2026
Q1 		$66K Hold
1,600
– – 0.03% 334
2025
Q4 		$61K Hold
1,600
– – 0.02% 419
2025
Q3 		$59K Hold
1,600
– – 0.02% 470
2025
Q2 		$58K Sell
1,600
-300
-16% -$10.5K 0.02% 374
2025
Q1 		$65K Hold
1,900
– – 0.04% 263
2024
Q4 		$71K Hold
1,900
– – 0.04% 299
2024
Q3 		$70K Buy
+1,900
New +$69.3K 0.03% 246
2024
Q2 		– Sell
-2,900
Closed -$103K – 813
2024
Q1 		$103K Hold
2,900
– – 0.06% 178
2023
Q4 		$108K Hold
2,900
– – 0.12% 123
2023
Q3 		$80K Hold
2,900
– – 0.05% 180
2023
Q2 		$86K Buy
2,900
+1,900
+190% +$59.8K 0.11% 121
2023
Q1 		$35K Sell
1,000
-1,900
-66% -$74.6K 0.04% 211
2022
Q4 		$117K Hold
2,900
– – 0.16% 123
2022
Q3 		$103K Hold
2,900
– – 0.07% 156
2022
Q2 		$101K Hold
2,900
– – 0.07% 155
2022
Q1 		$101K Buy
+2,900
New +$105K 0.1% 173
2020
Q1 		– Sell
-1,820
Closed -$70K – 816
2019
Q4 		$70K Buy
1,820
+100
+6% +$3.86K 0.02% 420
2019
Q3 		$65K Buy
1,720
+100
+6% +$3.7K 0.02% 374
2019
Q2 		$60K Sell
1,620
-226
-12% -$8.49K 0.02% 348
2019
Q1 		$66K Buy
1,846
+72
+4% +$2.6K 0.02% 302
2018
Q4 		$55K Buy
1,774
+874
+97% +$29.5K 0.02% 227
2018
Q3 		$32K Hold
900
– – 0.01% 411
2018
Q2 		$32K Buy
+900
New +$32.2K 0.01% 321

Other funds holding UBSI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
RWM
Riverbend Wealth Management Myrtle Beach, South Carolina $220M AUM 23.27% 1-Year Est. Return

FNY Investment Advisers's UBSI Position: Q3 2026 in Review

FNY Investment Advisers held its United Bankshares (UBSI) position steady in Q3 2026 at 1,600 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #346.

FNY Investment Advisers first reported a position in UBSI in Q2 2018 and has held it in 25 quarters since. The position peaked at $117K in Q4 2022. 46 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • FNY Investment Advisers held 1,600 shares of United Bankshares worth $73K as of Q3 2026.
  • FNY Investment Advisers left its United Bankshares share count unchanged in Q3 2026.
  • United Bankshares made up 0.02% of FNY Investment Advisers's portfolio in Q3 2026, its #346 holding.
  • FNY Investment Advisers first reported a position in United Bankshares in Q2 2018 and has held it in 25 quarters since.
  • FNY Investment Advisers's United Bankshares position peaked at $117K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on FNY Investment Advisers's 13F filing for Q3 2026, filed 16 Oct 2026.