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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HSBC Holdings's UBSI Position: Q1 2026 in Review

HSBC Holdings reduced its United Bankshares (UBSI) stake by 70% in Q1 2026, selling an estimated $525K and leaving 5,447 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

HSBC Holdings first reported a position in UBSI in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.4M in Q1 2025. 418 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

HSBC Holdings held 5,447 shares of United Bankshares worth $226K as of Q1 2026.
HSBC Holdings sold 12,628 United Bankshares shares in Q1 2026, an estimated $525K.
United Bankshares made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2570 holding.
HSBC Holdings first reported a position in United Bankshares in Q4 2016 and has held it in 12 quarters since.
HSBC Holdings's United Bankshares position peaked at $1.4M in Q1 2025.
418 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.