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Gallagher Fiduciary Advisors’s United Bankshares UBSI Stock Holding History

Gallagher Fiduciary 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 		$706K Sell
15,410
-244
-2% -$10.7K 0.02% 149
2026
Q1 		$648K Sell
15,654
-1,684
-10% -$70K 0.03% 119
2025
Q4 		$666K Buy
17,338
+1,233
+8% +$45.9K 0.02% 142
2025
Q3 		$599K Buy
16,105
+280
+2% +$10.4K 0.02% 130
2025
Q2 		$576K Buy
15,825
+2,860
+22% +$100K 0.02% 157
2025
Q1 		$450K Buy
12,965
+782
+6% +$28.6K 0.01% 173
2024
Q4 		$457K Buy
12,183
+1,880
+18% +$74K 0.09% 154
2024
Q3 		$382K Buy
10,303
+2,526
+32% +$92.2K 0.08% 158
2024
Q2 		$252K Buy
+7,777
New +$257K 0.06% 192

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

Gallagher Fiduciary Advisors's UBSI Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its United Bankshares (UBSI) stake by 1.6% in Q2 2026, selling an estimated $10.7K and leaving 15,410 shares worth $706K. The position accounts for 0.02% of the portfolio, ranked #149.

Gallagher Fiduciary Advisors first reported a position in UBSI in Q2 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Gallagher Fiduciary Advisors held 15,410 shares of United Bankshares worth $706K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 244 United Bankshares shares in Q2 2026, an estimated $10.7K.
  • United Bankshares made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #149 holding.
  • Gallagher Fiduciary Advisors first reported a position in United Bankshares in Q2 2024 and has held it in 9 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.