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IEQ Capital’s United Bankshares UBSI Stock Holding History

IEQ Capital’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 		$1.03M Sell
22,564
-40,850
-64% -$1.79M ﹤0.01% 1084
2026
Q1 		$2.63M Buy
63,414
+19,286
+44% +$802K 0.01% 671
2025
Q4 		$1.69M Buy
+44,128
New +$1.64M 0.01% 850

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
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

IEQ Capital's UBSI Position: Q2 2026 in Review

IEQ Capital reduced its United Bankshares (UBSI) stake by 64% in Q2 2026, selling an estimated $1.79M and leaving 22,564 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

IEQ Capital first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.63M in Q1 2026. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • IEQ Capital held 22,564 shares of United Bankshares worth $1.03M as of Q2 2026.
  • IEQ Capital sold 40,850 United Bankshares shares in Q2 2026, an estimated $1.79M.
  • United Bankshares made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1084 holding.
  • IEQ Capital first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • IEQ Capital's United Bankshares position peaked at $2.63M in Q1 2026.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.