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Forum Financial Management’s United Bankshares UBSI Stock Holding History

Forum Financial Management’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 		– Sell
-5,557
Closed -$213K – 954
2025
Q4 		$213K Hold
5,557
– – ﹤0.01% 935
2025
Q3 		$207K Buy
5,557
+9
+0.2% +$336 ﹤0.01% 955
2025
Q2 		$202K Buy
+5,548
New +$195K ﹤0.01% 903

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Forum Financial Management's UBSI Position: Q1 2026 in Review

Forum Financial Management sold out of United Bankshares (UBSI) in Q1 2026, closing a stake of 5,557 shares — an estimated $213K sold.

Forum Financial Management first reported a position in UBSI in Q2 2025 and held it in 3 quarters. The position peaked at $213K in Q4 2025. 420 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Forum Financial Management reported no remaining United Bankshares position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,557 United Bankshares shares in Q1 2026, an estimated $213K.
  • Forum Financial Management first reported a position in United Bankshares in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's United Bankshares position peaked at $213K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.