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Graves Light Lenhart Wealth’s United Bankshares UBSI Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		$287K Hold
6,257
– – 0.03% 160
2026
Q2 		$287K Hold
6,257
– – 0.03% 168
2026
Q1 		$259K Hold
6,257
– – 0.03% 164
2025
Q4 		$240K Hold
6,257
– – 0.03% 172
2025
Q3 		$233K Hold
6,257
– – 0.03% 173
2025
Q2 		$228K Hold
6,257
– – 0.03% 175
2025
Q1 		$217K Hold
6,257
– – 0.03% 173
2024
Q4 		$235K Sell
6,257
-443
-7% -$17.4K 0.03% 162
2024
Q3 		$249K Hold
6,700
– – 0.03% 158
2024
Q2 		$216K Hold
6,700
– – 0.02% 170
2024
Q1 		$240K Hold
6,700
– – 0.03% 161
2023
Q4 		$252K Buy
+6,700
New +$213K 0.03% 159
2023
Q2 		– Sell
-6,700
Closed -$236K – 208
2023
Q1 		$236K Hold
6,700
– – 0.04% 148
2022
Q4 		$271K Hold
6,700
– – 0.04% 142
2022
Q3 		$240K Buy
6,700
+62
+0.9% +$2.31K 0.04% 148
2022
Q2 		$233K Hold
6,638
– – 0.04% 157
2022
Q1 		$232K Sell
6,638
-62
-0.9% -$2.25K 0.03% 163
2021
Q4 		$243K Buy
6,700
+62
+0.9% +$2.28K 0.03% 173
2021
Q3 		$241K Sell
6,638
-67
-1% -$2.34K 0.04% 161
2021
Q2 		$245K Hold
6,705
– – 0.04% 160
2021
Q1 		$259K Hold
6,705
– – 0.04% 155
2020
Q4 		$217K Sell
6,705
-5,215
-44% -$147K 0.04% 161
2020
Q3 		$256K Sell
11,920
-5,642
-32% -$147K 0.06% 131
2020
Q2 		$486K Hold
17,562
– – 0.11% 91
2020
Q1 		$405K Hold
17,562
– – 0.11% 93
2019
Q4 		$679K Hold
17,562
– – 0.14% 84
2019
Q3 		$694K Hold
17,562
– – 0.15% 85
2019
Q2 		$651K Hold
17,562
– – 0.16% 80
2019
Q1 		$636K Buy
17,562
+8,419
+92% +$304K 0.16% 78
2018
Q4 		$284K Buy
+9,143
New +$309K 0.08% 111

Other funds holding UBSI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Graves Light Lenhart Wealth's UBSI Position: Q3 2026 in Review

Graves Light Lenhart Wealth held its United Bankshares (UBSI) position steady in Q3 2026 at 6,257 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #160.

Graves Light Lenhart Wealth first reported a position in UBSI in Q4 2018 and has held it in 30 quarters since. The position peaked at $694K in Q3 2019. 14 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • Graves Light Lenhart Wealth held 6,257 shares of United Bankshares worth $287K as of Q3 2026.
  • Graves Light Lenhart Wealth left its United Bankshares share count unchanged in Q3 2026.
  • United Bankshares made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #160 holding.
  • Graves Light Lenhart Wealth first reported a position in United Bankshares in Q4 2018 and has held it in 30 quarters since.
  • Graves Light Lenhart Wealth's United Bankshares position peaked at $694K in Q3 2019.
  • 14 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.