Gleason Group’s United Bankshares UBSI Stock Holding History

Gleason Group’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 Q3	–	Sell	-445	Closed	-$16.2K	–	201
2025 Q2	$16.2K	Buy	445 +5	+1%	+$176	﹤0.01%	154
2025 Q1	$15.3K	Buy	440 +4	+0.9%	+$147	﹤0.01%	151
2024 Q4	$16.4K	Buy	436 +4	+0.9%	+$157	﹤0.01%	149
2024 Q3	$16K	Buy	432 +5	+1%	+$182	﹤0.01%	151
2024 Q2	$13.8K	Buy	427 +5	+1%	+$165	﹤0.01%	176
2024 Q1	$15.1K	Buy	422 +4	+1%	+$141	﹤0.01%	155
2023 Q4	$15.7K	Buy	418 +5	+1%	+$159	﹤0.01%	161
2023 Q3	$11.4K	Buy	413 +5	+1%	+$151	﹤0.01%	179
2023 Q2	$12.1K	Hold	408	–	–	﹤0.01%	177
2023 Q1	$14.4K	Buy	+408	New	+$16K	﹤0.01%	162
2022 Q4	–	Sell	-273	Closed	-$10K	–	235
2022 Q3	$10K	Buy	+273	New	+$10.2K	﹤0.01%	174

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return