Fortitude Family Office’s United Bankshares UBSI Stock Holding History

Fortitude Family Office’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	$8.54K	Buy	186 +10	+6%	+$475	﹤0.01%	1291
2026 Q2	$8.07K	Buy	176 +71	+68%	+$3.1K	﹤0.01%	867
2026 Q1	$4.35K	Buy	105 +59	+128%	+$2.45K	﹤0.01%	974
2025 Q4	$1.77K	Buy	46 +7	+18%	+$261	﹤0.01%	1228
2025 Q3	$1.45K	Hold	39	–	–	﹤0.01%	1388
2025 Q2	$1.42K	Buy	+39	New	+$1.37K	﹤0.01%	1351

Other funds holding UBSI

1IA

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

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 Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Fortitude Family Office's UBSI Position: Q3 2026 in Review

Fortitude Family Office increased its United Bankshares (UBSI) stake by 5.7% in Q3 2026, buying an estimated $475 and bringing the position to 186 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Fortitude Family Office first reported a position in UBSI in Q2 2025 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

Fortitude Family Office held 186 shares of United Bankshares worth $8.54K as of Q3 2026.
Fortitude Family Office bought 10 United Bankshares shares in Q3 2026, an estimated $475.
United Bankshares made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1291 holding.
Fortitude Family Office first reported a position in United Bankshares in Q2 2025 and has held it in 6 quarters since.
48 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.