Guggenheim Capital’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.56M | Buy |
99,599
+9,341
| +10% | +$409K | 0.03% | 478 |
|
|
2026
Q1 | $3.74M | Sell |
90,258
-759
| -0.8% | -$31.6K | 0.03% | 515 |
|
|
2025
Q4 | $3.5M | Buy |
91,017
+3,422
| +4% | +$127K | 0.03% | 528 |
|
|
2025
Q3 | $3.26M | Buy |
87,595
+12,649
| +17% | +$472K | 0.02% | 552 |
|
|
2025
Q2 | $2.73M | Buy |
74,946
+7,465
| +11% | +$262K | 0.02% | 563 |
|
|
2025
Q1 | $2.34M | Buy |
67,481
+5,981
| +10% | +$219K | 0.02% | 603 |
|
|
2024
Q4 | $2.31M | Sell |
61,500
-9,794
| -14% | -$386K | 0.02% | 606 |
|
|
2024
Q3 | $2.65M | Sell |
71,294
-5,574
| -7% | -$203K | 0.02% | 730 |
|
|
2024
Q2 | $2.49M | Buy |
76,868
+9,591
| +14% | +$317K | 0.02% | 738 |
|
|
2024
Q1 | $2.41M | Buy |
67,277
+20,464
| +44% | +$723K | 0.02% | 824 |
|
|
2023
Q4 | $1.76M | Sell |
46,813
-75,930
| -62% | -$2.41M | 0.01% | 899 |
|
|
2023
Q3 | $3.39M | Sell |
122,743
-1,207
| -1% | -$36.3K | 0.03% | 621 |
|
|
2023
Q2 | $3.68M | Buy |
123,950
+8,214
| +7% | +$259K | 0.03% | 635 |
|
|
2023
Q1 | $4.07M | Buy |
115,736
+26,626
| +30% | +$1.04M | 0.03% | 595 |
|
|
2022
Q4 | $3.61M | Buy |
89,110
+80,609
| +948% | +$3.27M | 0.03% | 639 |
|
|
2022
Q3 | $304K | Sell |
8,501
-9,154
| -52% | -$341K | ﹤0.01% | 1655 |
|
|
2022
Q2 | $619K | Sell |
17,655
-31,089
| -64% | -$1.09M | ﹤0.01% | 1463 |
|
|
2022
Q1 | $1.7M | Buy |
48,744
+2,333
| +5% | +$84.8K | 0.01% | 1095 |
|
|
2021
Q4 | $1.68M | Buy |
46,411
+12,195
| +36% | +$449K | 0.01% | 1141 |
|
|
2021
Q3 | $1.25M | Sell |
34,216
-36,388
| -52% | -$1.27M | 0.01% | 1308 |
|
|
2021
Q2 | $2.58M | Sell |
70,604
-4,370
| -6% | -$172K | 0.02% | 954 |
|
|
2021
Q1 | $2.89M | Buy |
74,974
+16,891
| +29% | +$619K | 0.02% | 843 |
|
|
2020
Q4 | $1.88M | Buy |
58,083
+19,996
| +53% | +$565K | 0.01% | 997 |
|
|
2020
Q3 | $818K | Buy |
38,087
+3,101
| +9% | +$80.7K | 0.01% | 1288 |
|
|
2020
Q2 | $967K | Buy |
34,986
+290
| +0.8% | +$7.79K | 0.01% | 1211 |
|
|
2020
Q1 | $801K | Buy |
34,696
+2,633
| +8% | +$82.7K | 0.01% | 1186 |
|
|
2019
Q4 | $1.24M | Buy |
32,063
+1,345
| +4% | +$51.9K | 0.01% | 1253 |
|
|
2019
Q3 | $1.16M | Buy |
30,718
+9,145
| +42% | +$339K | 0.01% | 1256 |
|
|
2019
Q2 | $800K | Sell |
21,573
-2,542
| -11% | -$95.5K | 0.01% | 1451 |
|
|
2019
Q1 | $874K | Sell |
24,115
-48,430
| -67% | -$1.75M | 0.01% | 1446 |
|
|
2018
Q4 | $2.26M | Sell |
72,545
-14,753
| -17% | -$498K | 0.02% | 982 |
|
|
2018
Q3 | $3.17M | Buy |
87,298
+8,327
| +11% | +$316K | 0.02% | 984 |
|
|
2018
Q2 | $2.88M | Sell |
78,971
-46,785
| -37% | -$1.68M | 0.02% | 1031 |
|
|
2018
Q1 | $4.43M | Buy |
125,756
+9,040
| +8% | +$327K | 0.01% | 1086 |
|
|
2017
Q4 | $4.06M | Buy |
116,716
+14,807
| +15% | +$534K | 0.01% | 1152 |
|
|
2017
Q3 | $3.79M | Sell |
101,909
-37,033
| -27% | -$1.3M | 0.01% | 1224 |
|
|
2017
Q2 | $5.45M | Buy |
138,942
+60,735
| +78% | +$2.41M | 0.01% | 969 |
|
|
2017
Q1 | $3.3M | Buy |
78,207
+40,525
| +108% | +$1.79M | 0.01% | 1281 |
|
|
2016
Q4 | $1.74M | Buy |
37,682
+7,206
| +24% | +$306K | 0.01% | 1788 |
|
|
2016
Q3 | $1.15M | Sell |
30,476
-3,531
| -10% | -$135K | ﹤0.01% | 2007 |
|
|
2016
Q2 | $1.28M | Sell |
34,007
-35,459
| -51% | -$1.34M | ﹤0.01% | 1868 |
|
|
2016
Q1 | $2.55M | Buy |
69,466
+42,534
| +158% | +$1.49M | 0.01% | 1408 |
|
|
2015
Q4 | $996K | Buy |
26,932
+18,048
| +203% | +$714K | ﹤0.01% | 2108 |
|
|
2015
Q3 | $338K | Sell |
8,884
-5,940
| -40% | -$233K | ﹤0.01% | 2550 |
|
|
2015
Q2 | $596K | Buy |
14,824
+2,460
| +20% | +$94K | ﹤0.01% | 2474 |
|
|
2015
Q1 | $465K | Buy |
12,364
+2,925
| +31% | +$107K | ﹤0.01% | 2556 |
|
|
2014
Q4 | $353K | Buy |
9,439
+2,438
| +35% | +$83.8K | ﹤0.01% | 2634 |
|
|
2014
Q3 | $217K | Buy |
7,001
+74
| +1% | +$2.38K | ﹤0.01% | 2807 |
|
|
2014
Q2 | $224K | Sell |
6,927
-12,184
| -64% | -$371K | ﹤0.01% | 2865 |
|
|
2014
Q1 | $585K | Sell |
19,111
-1,509
| -7% | -$45.3K | ﹤0.01% | 2526 |
|
|
2013
Q4 | $648K | Sell |
20,620
-5,085
| -20% | -$156K | ﹤0.01% | 2449 |
|
|
2013
Q3 | $744K | Sell |
25,705
-1,263
| -5% | -$35.9K | ﹤0.01% | 2243 |
|
|
2013
Q2 | $712K | Buy |
+26,968
| New | +$695K | ﹤0.01% | 2245 |
|
Other funds holding UBSI
Guggenheim Capital's UBSI Position: Q2 2026 in Review
Guggenheim Capital increased its United Bankshares (UBSI) stake by 10% in Q2 2026, buying an estimated $409K and bringing the position to 99,599 shares worth $4.56M. The position accounts for 0.03% of the portfolio, ranked #478.
Guggenheim Capital first reported a position in UBSI in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.45M in Q2 2017. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.
- Guggenheim Capital held 99,599 shares of United Bankshares worth $4.56M as of Q2 2026.
- Guggenheim Capital bought 9,341 United Bankshares shares in Q2 2026, an estimated $409K.
- United Bankshares made up 0.03% of Guggenheim Capital's portfolio in Q2 2026, its #478 holding.
- Guggenheim Capital first reported a position in United Bankshares in Q2 2013 and has held it in 53 quarters since.
- Guggenheim Capital's United Bankshares position peaked at $5.45M in Q2 2017.
- 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.
Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.