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 Q2	$31.3K	Hold	684	–	–	﹤0.01%	2675
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harbour Investments's UBSI Position: Q2 2026 in Review

Harbour Investments held its United Bankshares (UBSI) position steady in Q2 2026 at 684 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

Harbour Investments first reported a position in UBSI in Q1 2021 and has held it in 15 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Harbour Investments held 684 shares of United Bankshares worth $31.3K as of Q2 2026.
Harbour Investments left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2675 holding.
Harbour Investments first reported a position in United Bankshares in Q1 2021 and has held it in 15 quarters since.
450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.