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Focus Partners Advisor Solutions’s United Bankshares UBSI Stock Holding History

Focus Partners Advisor Solutions’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 		– Sell
-5,449
Closed -$226K – 1417
2026
Q1 		$226K Buy
+5,449
New +$227K ﹤0.01% 1103
2025
Q4 		– Sell
-7,481
Closed -$274K – 1260
2025
Q3 		$274K Buy
+7,481
New +$279K ﹤0.01% 947

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

Focus Partners Advisor Solutions's UBSI Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of United Bankshares (UBSI) in Q2 2026, closing a stake of 5,449 shares — an estimated $226K sold.

Focus Partners Advisor Solutions first reported a position in UBSI in Q3 2025 and held it in 2 quarters. The position peaked at $274K in Q3 2025. 449 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Focus Partners Advisor Solutions reported no remaining United Bankshares position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 5,449 United Bankshares shares in Q2 2026, an estimated $226K.
  • Focus Partners Advisor Solutions first reported a position in United Bankshares in Q3 2025 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's United Bankshares position peaked at $274K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.