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HFM Investment Advisors’s United Bankshares UBSI Stock Holding History

HFM Investment Advisors’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 		$917 Buy
20
+9
+82% +$394 ﹤0.01% 770
2026
Q1 		$456 Buy
11
+2
+22% +$83 ﹤0.01% 713
2025
Q4 		$346 Hold
9
– – ﹤0.01% 839
2025
Q3 		$335 Hold
9
– – ﹤0.01% 826
2025
Q2 		$328 Buy
9
+5
+125% +$176 ﹤0.01% 815
2025
Q1 		$139 Buy
+4
New +$147 ﹤0.01% 763

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HFM Investment Advisors's UBSI Position: Q2 2026 in Review

HFM Investment Advisors increased its United Bankshares (UBSI) stake by 82% in Q2 2026, buying an estimated $394 and bringing the position to 20 shares worth $917. The position accounts for ﹤0.01% of the portfolio, ranked #770.

HFM Investment Advisors first reported a position in UBSI in Q1 2025 and has held it in 6 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • HFM Investment Advisors held 20 shares of United Bankshares worth $917 as of Q2 2026.
  • HFM Investment Advisors bought 9 United Bankshares shares in Q2 2026, an estimated $394.
  • United Bankshares made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #770 holding.
  • HFM Investment Advisors first reported a position in United Bankshares in Q1 2025 and has held it in 6 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.