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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

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
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
RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 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. 42 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.
  • 42 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.