Foster Victor Wealth Advisors’s United Bankshares UBSI Stock Holding History

Foster Victor Wealth Advisors’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	$1.15M	Hold	24,959	–	–	0.06%	130
2026 Q1	$1.09M	Hold	24,959	–	–	0.06%	126
2025 Q4	$1.03M	Hold	24,959	–	–	0.06%	125
2025 Q3	$928K	Hold	24,959	–	–	0.06%	121
2025 Q2	$952K	Sell	24,959 -1,639	-6%	-$57.6K	0.06%	118
2025 Q1	$847K	Hold	26,598	–	–	0.07%	115
2024 Q4	$1.02M	Sell	26,598 -32	-0.1%	-$1.26K	0.08%	110
2024 Q3	$971K	Hold	26,630	–	–	0.08%	113
2024 Q2	$986K	Hold	26,630	–	–	0.08%	112
2024 Q1	$885K	Hold	26,630	–	–	0.08%	99
2023 Q4	$996K	Sell	26,630 -41,664	-61%	-$1.32M	0.1%	99
2023 Q3	$1.9M	Hold	68,294	–	–	0.22%	80
2023 Q2	$2.01M	Buy	+68,294	New	+$2.15M	0.22%	85

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Foster Victor Wealth Advisors's UBSI Position: Q2 2026 in Review

Foster Victor Wealth Advisors held its United Bankshares (UBSI) position steady in Q2 2026 at 24,959 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #130.

Foster Victor Wealth Advisors first reported a position in UBSI in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.01M in Q2 2023. 449 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Foster Victor Wealth Advisors held 24,959 shares of United Bankshares worth $1.15M as of Q2 2026.
Foster Victor Wealth Advisors left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up 0.06% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #130 holding.
Foster Victor Wealth Advisors first reported a position in United Bankshares in Q2 2023 and has held it in 13 quarters since.
Foster Victor Wealth Advisors's United Bankshares position peaked at $2.01M in Q2 2023.
449 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.