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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gleason Group's UBSI Position: Q3 2025 in Review

Gleason Group sold out of United Bankshares (UBSI) in Q3 2025, closing a stake of 445 shares — an estimated $16.2K sold.

Gleason Group first reported a position in UBSI in Q3 2022 and held it in 11 quarters. The position peaked at $16.4K in Q4 2024. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

Gleason Group reported no remaining United Bankshares position as of Q3 2025 after selling out during the quarter.
Gleason Group sold 445 United Bankshares shares in Q3 2025, an estimated $16.2K.
Gleason Group first reported a position in United Bankshares in Q3 2022 and held it in 11 quarters.
Gleason Group's United Bankshares position peaked at $16.4K in Q4 2024.
371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

Based on Gleason Group's 13F filing for Q3 2025, filed 16 Oct 2025.