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Goldstone Financial Group’s United Bankshares UBSI Stock Holding History

Goldstone Financial 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
2026
Q1 		$424K Sell
10,248
-2,706
-21% -$112K 0.05% 178
2025
Q4 		$497K Buy
12,954
+1,059
+9% +$39.4K 0.06% 161
2025
Q3 		$443K Buy
11,895
+1,107
+10% +$41.3K 0.05% 165
2025
Q2 		$414K Buy
10,788
+1,776
+20% +$62.4K 0.05% 167
2025
Q1 		$312K Buy
9,012
+1,138
+14% +$41.7K 0.05% 169
2024
Q4 		$296K Buy
7,874
+713
+10% +$28.1K 0.05% 167
2024
Q3 		$266K Buy
+7,161
New +$261K 0.05% 160

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldstone Financial Group's UBSI Position: Q1 2026 in Review

Goldstone Financial Group reduced its United Bankshares (UBSI) stake by 21% in Q1 2026, selling an estimated $112K and leaving 10,248 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #178.

Goldstone Financial Group first reported a position in UBSI in Q3 2024 and has held it in 7 quarters since. The position peaked at $497K in Q4 2025. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Goldstone Financial Group held 10,248 shares of United Bankshares worth $424K as of Q1 2026.
  • Goldstone Financial Group sold 2,706 United Bankshares shares in Q1 2026, an estimated $112K.
  • United Bankshares made up 0.05% of Goldstone Financial Group's portfolio in Q1 2026, its #178 holding.
  • Goldstone Financial Group first reported a position in United Bankshares in Q3 2024 and has held it in 7 quarters since.
  • Goldstone Financial Group's United Bankshares position peaked at $497K in Q4 2025.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.