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High Point Wealth Management’s United Bankshares UBSI Stock Holding History

High Point Wealth Management’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 		$384K Buy
8,376
+77
+0.9% +$3.37K 0.31% 68
2026
Q1 		$344K Buy
8,299
+81
+1% +$3.37K 0.33% 70
2025
Q4 		$316K Buy
+8,218
New +$306K 0.3% 75

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

High Point Wealth Management's UBSI Position: Q2 2026 in Review

High Point Wealth Management increased its United Bankshares (UBSI) stake by 0.93% in Q2 2026, buying an estimated $3.37K and bringing the position to 8,376 shares worth $384K. The position accounts for 0.31% of the portfolio, ranked #68.

High Point Wealth Management first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • High Point Wealth Management held 8,376 shares of United Bankshares worth $384K as of Q2 2026.
  • High Point Wealth Management bought 77 United Bankshares shares in Q2 2026, an estimated $3.37K.
  • United Bankshares made up 0.31% of High Point Wealth Management's portfolio in Q2 2026, its #68 holding.
  • High Point Wealth Management first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.