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HHM Wealth Advisors’s United Bankshares UBSI Stock Holding History

HHM Wealth 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 		$6K Hold
131
– – ﹤0.01% 704
2026
Q1 		$5.43K Hold
131
– – ﹤0.01% 709
2025
Q4 		$5.03K Hold
131
– – ﹤0.01% 703
2025
Q3 		$4.88K Hold
131
– – ﹤0.01% 729
2025
Q2 		$4.77K Hold
131
– – ﹤0.01% 693
2025
Q1 		$4.54K Hold
131
– – ﹤0.01% 677
2024
Q4 		$4.92K Hold
131
– – ﹤0.01% 681
2024
Q3 		$4.86K Hold
131
– – ﹤0.01% 656
2024
Q2 		$4.25K Hold
131
– – ﹤0.01% 647
2024
Q1 		$4.69K Hold
131
– – ﹤0.01% 631
2023
Q4 		$4.92K Hold
131
– – ﹤0.01% 626
2023
Q3 		$3.62K Hold
131
– – ﹤0.01% 672
2023
Q2 		$3.89K Hold
131
– – ﹤0.01% 684
2023
Q1 		$4.61K Buy
+131
New +$5.14K ﹤0.01% 653

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CW
CrossGen Wealth Greenville, North Carolina $129M AUM
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

HHM Wealth Advisors's UBSI Position: Q2 2026 in Review

HHM Wealth Advisors held its United Bankshares (UBSI) position steady in Q2 2026 at 131 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

HHM Wealth Advisors first reported a position in UBSI in Q1 2023 and has held it in 14 quarters since. 113 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • HHM Wealth Advisors held 131 shares of United Bankshares worth $6K as of Q2 2026.
  • HHM Wealth Advisors left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #704 holding.
  • HHM Wealth Advisors first reported a position in United Bankshares in Q1 2023 and has held it in 14 quarters since.
  • 113 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.