Harbour Investments’s United Bankshares UBSI Stock Holding History

Harbour Investments’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	$28.3K	Buy	684 +404	+144%	+$16.8K	﹤0.01%	2671
2025 Q4	$10.8K	Hold	280	–	–	﹤0.01%	2706
2025 Q3	$10.4K	Hold	280	–	–	﹤0.01%	2665
2025 Q2	$10.2K	Hold	280	–	–	﹤0.01%	2559
2025 Q1	$9.71K	Hold	280	–	–	﹤0.01%	2534
2024 Q4	$10.5K	Hold	280	–	–	﹤0.01%	2422
2024 Q3	$10.4K	Hold	280	–	–	﹤0.01%	2341
2024 Q2	$9.08K	Hold	280	–	–	﹤0.01%	2301
2024 Q1	$10K	Hold	280	–	–	﹤0.01%	2219
2023 Q4	$10.5K	Hold	280	–	–	﹤0.01%	2124
2023 Q3	$7.72K	Buy	+280	New	+$8.43K	﹤0.01%	2135
2021 Q4	–	Sell	-404	Closed	-$15K	–	3630
2021 Q3	$15K	Sell	404 -4	-1%	-$140	﹤0.01%	2461
2021 Q2	$15K	Buy	408 +4	+1%	+$157	﹤0.01%	2515
2021 Q1	$16K	Buy	+404	New	+$14.8K	﹤0.01%	2343

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harbour Investments's UBSI Position: Q1 2026 in Review

Harbour Investments increased its United Bankshares (UBSI) stake by 144% in Q1 2026, buying an estimated $16.8K and bringing the position to 684 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

Harbour Investments first reported a position in UBSI in Q1 2021 and has held it in 14 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Harbour Investments held 684 shares of United Bankshares worth $28.3K as of Q1 2026.
Harbour Investments bought 404 United Bankshares shares in Q1 2026, an estimated $16.8K.
United Bankshares made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2671 holding.
Harbour Investments first reported a position in United Bankshares in Q1 2021 and has held it in 14 quarters since.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.