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Hopwood Financial Services’s United Bankshares UBSI Stock Holding History

Hopwood Financial Services’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
2025
Q4 		– Sell
-3,125
Closed -$116K – 276
2025
Q3 		$116K Hold
3,125
– – 0.08% 108
2025
Q2 		$114K Hold
3,125
– – 0.09% 104
2025
Q1 		$108K Hold
3,125
– – 0.08% 109
2024
Q4 		$117K Buy
+3,125
New +$123K 0.09% 103

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hopwood Financial Services's UBSI Position: Q4 2025 in Review

Hopwood Financial Services sold out of United Bankshares (UBSI) in Q4 2025, closing a stake of 3,125 shares — an estimated $116K sold.

Hopwood Financial Services first reported a position in UBSI in Q4 2024 and held it in 4 quarters. The position peaked at $117K in Q4 2024. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

  • Hopwood Financial Services reported no remaining United Bankshares position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 3,125 United Bankshares shares in Q4 2025, an estimated $116K.
  • Hopwood Financial Services first reported a position in United Bankshares in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's United Bankshares position peaked at $117K in Q4 2024.
  • 395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.