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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Focus Partners Advisor Solutions's UBSI Position: Q1 2026 in Review

Focus Partners Advisor Solutions opened a new position in United Bankshares (UBSI) in Q1 2026: 5,449 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in UBSI as recently as Q3 2025.

Focus Partners Advisor Solutions first reported a position in UBSI in Q3 2025 and has held it in 2 quarters since. The position peaked at $274K in Q3 2025. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Focus Partners Advisor Solutions held 5,449 shares of United Bankshares worth $226K as of Q1 2026.
  • United Bankshares was a new Focus Partners Advisor Solutions position in Q1 2026.
  • United Bankshares made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #1103 holding.
  • Focus Partners Advisor Solutions first reported a position in United Bankshares in Q3 2025 and has held it in 2 quarters since.
  • Focus Partners Advisor Solutions's United Bankshares position peaked at $274K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.