Focus Partners Wealth
UBSI icon

Focus Partners Wealth’s United Bankshares UBSI Stock Holding History

Focus Partners Wealth’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 		$4.43M Sell
96,609
-24,767
-20% -$1.08M ﹤0.01% 1017
2026
Q1 		$5.03M Buy
121,376
+9,769
+9% +$406K 0.01% 935
2025
Q4 		$4.29M Buy
111,607
+19,950
+22% +$743K ﹤0.01% 995
2025
Q3 		$3.41M Sell
91,657
-2,160
-2% -$80.5K 0.01% 866
2025
Q2 		$3.42M Buy
93,817
+20,715
+28% +$727K 0.01% 779
2025
Q1 		$2.53M Buy
73,102
+44,745
+158% +$1.64M 0.01% 792
2024
Q4 		$1.06M Sell
28,357
-17,638
-38% -$694K ﹤0.01% 1035
2024
Q3 		$1.71M Sell
45,995
-15,501
-25% -$566K 0.01% 812
2024
Q2 		$2M Buy
61,496
+4,656
+8% +$154K 0.01% 654
2024
Q1 		$2.03M Hold
56,840
– – 0.02% 477
2023
Q4 		$2.13M Buy
+56,840
New +$1.81M 0.03% 346

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 Wealth's UBSI Position: Q2 2026 in Review

Focus Partners Wealth reduced its United Bankshares (UBSI) stake by 20% in Q2 2026, selling an estimated $1.08M and leaving 96,609 shares worth $4.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Focus Partners Wealth first reported a position in UBSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.03M in Q1 2026. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Focus Partners Wealth held 96,609 shares of United Bankshares worth $4.43M as of Q2 2026.
  • Focus Partners Wealth sold 24,767 United Bankshares shares in Q2 2026, an estimated $1.08M.
  • United Bankshares made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1017 holding.
  • Focus Partners Wealth first reported a position in United Bankshares in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's United Bankshares position peaked at $5.03M in Q1 2026.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.