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Glass Jacobson Investment Advisors’s United Bankshares UBSI Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-588
Closed -$22.1K – 840
2025
Q1 		$22.1K Hold
588
– – 0.01% 492
2024
Q4 		$22.1K Hold
588
– – 0.01% 492
2024
Q3 		$21.8K Hold
588
– – 0.01% 480
2024
Q2 		$19.1K Hold
588
– – 0.01% 490
2024
Q1 		$21K Hold
588
– – 0.01% 471
2023
Q4 		$22.1K Hold
588
– – 0.01% 433
2023
Q3 		$16.2K Hold
588
– – 0.01% 451
2023
Q2 		$17.4K Buy
+588
New +$18.5K 0.01% 442
2022
Q4 		$23.8K Buy
+588
New +$23.8K 0.01% 410

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glass Jacobson Investment Advisors's UBSI Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 588 shares — an estimated $22.1K sold.

Glass Jacobson Investment Advisors first reported a position in UBSI in Q4 2022 and held it in 9 quarters. The position peaked at $23.8K in Q4 2022. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 588 United Bankshares shares in Q2 2025, an estimated $22.1K.
  • Glass Jacobson Investment Advisors first reported a position in United Bankshares in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's United Bankshares position peaked at $23.8K in Q4 2022.
  • 364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.