GRP
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Global Retirement Partners’s United Bankshares UBSI Stock Holding History

Global Retirement Partners’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 		$8.34K Buy
+182
New +$7.96K ﹤0.01% 3480
2025
Q4 		$6.83K Sell
178
-2,411
-93% -$89.8K ﹤0.01% 3318
2025
Q3 		$96.3K Hold
2,589
– – ﹤0.01% 1532
2025
Q2 		$94.3K Buy
+2,589
New +$90.9K ﹤0.01% 1464
2024
Q4 		$97.2K Buy
2,588
+99
+4% +$3.9K ﹤0.01% 1283
2024
Q3 		$92.3K Buy
2,489
+1
+0% +$36 ﹤0.01% 1274
2024
Q2 		$80.7K Sell
2,488
-11
-0.4% -$364 ﹤0.01% 1302
2024
Q1 		$89.4K Hold
2,499
– – ﹤0.01% 1134
2023
Q4 		$89.2K Buy
2,499
+1
+0% +$32 ﹤0.01% 1104
2023
Q3 		$68K Buy
2,498
+20
+0.8% +$602 ﹤0.01% 1114
2023
Q2 		$73.5K Buy
2,478
+2,379
+2,403% +$74.9K ﹤0.01% 1084
2023
Q1 		$2.98K Sell
99
-29
-23% -$1.14K ﹤0.01% 2360
2022
Q4 		$5.17K Buy
128
+3
+2% +$122 ﹤0.01% 2008
2022
Q3 		$5K Buy
125
+40
+47% +$1.49K ﹤0.01% 1959
2022
Q2 		$3K Hold
85
– – ﹤0.01% 2114
2022
Q1 		$3K Buy
+85
New +$3.09K ﹤0.01% 2109
2021
Q4 		– Sell
-50
Closed -$2K – 1691
2021
Q3 		$2K Hold
50
– – ﹤0.01% 1854
2021
Q2 		$2K Buy
50
+1
+2% +$39 ﹤0.01% 1756
2021
Q1 		$2K Hold
49
– – ﹤0.01% 1673
2020
Q4 		$2K Buy
49
+1
+2% +$28 ﹤0.01% 1636
2020
Q3 		$1K Buy
+48
New +$1.25K ﹤0.01% 1594

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

Global Retirement Partners's UBSI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in United Bankshares (UBSI) in Q2 2026: 182 shares worth $8.34K. The stake represents ﹤0.01% of the portfolio and ranks #3480 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UBSI as recently as Q4 2025.

Global Retirement Partners first reported a position in UBSI in Q3 2020 and has held it in 21 quarters since. The position peaked at $97.2K in Q4 2024. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Global Retirement Partners held 182 shares of United Bankshares worth $8.34K as of Q2 2026.
  • United Bankshares was a new Global Retirement Partners position in Q2 2026.
  • United Bankshares made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3480 holding.
  • Global Retirement Partners first reported a position in United Bankshares in Q3 2020 and has held it in 21 quarters since.
  • Global Retirement Partners's United Bankshares position peaked at $97.2K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.