HSBC Holdings
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HSBC Holdings’s United Bankshares UBSI Stock Holding History

HSBC Holdings’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 		– Sell
-5,447
Closed -$226K – 3222
2026
Q1 		$226K Sell
5,447
-12,628
-70% -$525K ﹤0.01% 2570
2025
Q4 		$696K Buy
+18,075
New +$673K ﹤0.01% 2143
2025
Q3 		– Sell
-7,976
Closed -$291K – 3146
2025
Q2 		$291K Sell
7,976
-32,706
-80% -$1.15M ﹤0.01% 2464
2025
Q1 		$1.4M Buy
40,682
+15,480
+61% +$567K ﹤0.01% 1600
2024
Q4 		$948K Buy
25,202
+14,460
+135% +$569K ﹤0.01% 1834
2024
Q3 		$400K Buy
10,742
+2,120
+25% +$77.4K ﹤0.01% 2135
2024
Q2 		$279K Sell
8,622
-19,943
-70% -$659K ﹤0.01% 2332
2024
Q1 		$1.02M Buy
28,565
+21,632
+312% +$765K ﹤0.01% 1774
2023
Q4 		$260K Buy
+6,933
New +$220K ﹤0.01% 2350
2019
Q4 		– Sell
-14,415
Closed -$545K – 3196
2019
Q3 		$545K Buy
+14,415
New +$534K ﹤0.01% 2290
2018
Q2 		– Sell
-5,690
Closed -$200K – 2707
2018
Q1 		$200K Buy
+5,690
New +$206K ﹤0.01% 2404
2017
Q1 		– Sell
-12,583
Closed -$582K – 2590
2016
Q4 		$582K Buy
+12,583
New +$534K ﹤0.01% 1719

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

HSBC Holdings's UBSI Position: Q2 2026 in Review

HSBC Holdings sold out of United Bankshares (UBSI) in Q2 2026, closing a stake of 5,447 shares — an estimated $226K sold.

HSBC Holdings first reported a position in UBSI in Q4 2016 and held it in 12 quarters. The position peaked at $1.4M in Q1 2025. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • HSBC Holdings reported no remaining United Bankshares position as of Q2 2026 after selling out during the quarter.
  • HSBC Holdings sold 5,447 United Bankshares shares in Q2 2026, an estimated $226K.
  • HSBC Holdings first reported a position in United Bankshares in Q4 2016 and held it in 12 quarters.
  • HSBC Holdings's United Bankshares position peaked at $1.4M in Q1 2025.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.