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Hoxton Planning & Management’s United Bankshares UBSI Stock Holding History

Hoxton Planning & 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 		$238K Hold
5,198
– – 0.06% 206
2026
Q1 		$215K Buy
+5,198
New +$216K 0.06% 205

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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Hoxton Planning & Management's UBSI Position: Q2 2026 in Review

Hoxton Planning & Management held its United Bankshares (UBSI) position steady in Q2 2026 at 5,198 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #206.

Hoxton Planning & Management first reported a position in UBSI in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Hoxton Planning & Management held 5,198 shares of United Bankshares worth $238K as of Q2 2026.
  • Hoxton Planning & Management left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up 0.06% of Hoxton Planning & Management's portfolio in Q2 2026, its #206 holding.
  • Hoxton Planning & Management first reported a position in United Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.