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IFG Advisory’s United Bankshares UBSI Stock Holding History

IFG Advisory’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 		$76.7K Buy
+1,673
New +$73.2K ﹤0.01% 1179
2025
Q4 		– Sell
-19,235
Closed -$716K – 802
2025
Q3 		$716K Hold
19,235
– – 0.03% 427
2025
Q2 		$701K Sell
19,235
-5,750
-23% -$202K 0.04% 412
2025
Q1 		$866K Buy
+24,985
New +$915K 0.05% 347

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

IFG Advisory's UBSI Position: Q2 2026 in Review

IFG Advisory opened a new position in United Bankshares (UBSI) in Q2 2026: 1,673 shares worth $76.7K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: IFG Advisory previously reported a position in UBSI as recently as Q3 2025.

IFG Advisory first reported a position in UBSI in Q1 2025 and has held it in 4 quarters since. The position peaked at $866K in Q1 2025. 449 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • IFG Advisory held 1,673 shares of United Bankshares worth $76.7K as of Q2 2026.
  • United Bankshares was a new IFG Advisory position in Q2 2026.
  • United Bankshares made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1179 holding.
  • IFG Advisory first reported a position in United Bankshares in Q1 2025 and has held it in 4 quarters since.
  • IFG Advisory's United Bankshares position peaked at $866K in Q1 2025.
  • 449 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.