IFG Advisory
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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
Q3 		$76.9K Hold
1,673
– – ﹤0.01% 1152
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

IFG Advisory's UBSI Position: Q3 2026 in Review

IFG Advisory held its United Bankshares (UBSI) position steady in Q3 2026 at 1,673 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

IFG Advisory first reported a position in UBSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $866K in Q1 2025. 239 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • IFG Advisory held 1,673 shares of United Bankshares worth $76.9K as of Q3 2026.
  • IFG Advisory left its United Bankshares share count unchanged in Q3 2026.
  • United Bankshares made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1152 holding.
  • IFG Advisory first reported a position in United Bankshares in Q1 2025 and has held it in 5 quarters since.
  • IFG Advisory's United Bankshares position peaked at $866K in Q1 2025.
  • 239 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.