IFP Advisors’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $543K | Buy |
11,852
+517
| +5% | +$22.6K | 0.01% | 1002 |
|
|
2026
Q1 | $469K | Buy |
11,335
+438
| +4% | +$18.2K | 0.01% | 994 |
|
|
2025
Q4 | $418K | Buy |
10,897
+1,035
| +10% | +$38.5K | 0.01% | 1007 |
|
|
2025
Q3 | $367K | Sell |
9,862
-12
| -0.1% | -$447 | 0.01% | 987 |
|
|
2025
Q2 | $374K | Buy |
9,874
+87
| +0.9% | +$3.06K | 0.01% | 956 |
|
|
2025
Q1 | $339K | Buy |
9,787
+190
| +2% | +$6.96K | 0.01% | 933 |
|
|
2024
Q4 | $360K | Sell |
9,597
-252
| -3% | -$9.92K | 0.01% | 872 |
|
|
2024
Q3 | $365K | Buy |
9,849
+563
| +6% | +$20.5K | 0.01% | 815 |
|
|
2024
Q2 | $301K | Sell |
9,286
-31
| -0.3% | -$1.02K | 0.01% | 835 |
|
|
2024
Q1 | $333K | Sell |
9,317
-660
| -7% | -$23.3K | 0.01% | 756 |
|
|
2023
Q4 | $375K | Sell |
9,977
-791
| -7% | -$25.1K | 0.02% | 680 |
|
|
2023
Q3 | $297K | Buy |
10,768
+715
| +7% | +$21.5K | 0.01% | 782 |
|
|
2023
Q2 | $298K | Buy |
10,053
+9,980
| +13,671% | +$314K | 0.01% | 841 |
|
|
2023
Q1 | $2.7K | Sell |
73
-64
| -47% | -$2.51K | ﹤0.01% | 2801 |
|
|
2022
Q4 | $5K | Sell |
137
-75
| -35% | -$3.04K | ﹤0.01% | 3818 |
|
|
2022
Q3 | $8K | Hold |
212
| – | – | ﹤0.01% | 3810 |
|
|
2022
Q2 | $8K | Hold |
212
| – | – | ﹤0.01% | 3560 |
|
|
2022
Q1 | $8K | Buy |
212
+115
| +119% | +$4.18K | ﹤0.01% | 3559 |
|
|
2021
Q4 | $4K | Sell |
97
-52
| -35% | -$1.91K | ﹤0.01% | 2603 |
|
|
2021
Q3 | $6K | Hold |
149
| – | – | ﹤0.01% | 2506 |
|
|
2021
Q2 | $6K | Hold |
149
| – | – | ﹤0.01% | 2422 |
|
|
2021
Q1 | $6K | Sell |
149
-160
| -52% | -$5.87K | ﹤0.01% | 2372 |
|
|
2020
Q4 | $10K | Buy |
309
+24
| +8% | +$678 | ﹤0.01% | 2086 |
|
|
2020
Q3 | $6K | Sell |
285
-141
| -33% | -$3.67K | ﹤0.01% | 2124 |
|
|
2020
Q2 | $12K | Sell |
426
-293
| -41% | -$7.87K | ﹤0.01% | 1761 |
|
|
2020
Q1 | $18K | Sell |
719
-334
| -32% | -$10.5K | ﹤0.01% | 1543 |
|
|
2019
Q4 | $40K | Sell |
1,053
-1,526
| -59% | -$58.8K | ﹤0.01% | 1350 |
|
|
2019
Q3 | $98K | Buy |
+2,579
| New | +$95.5K | 0.01% | 1070 |
|
|
2019
Q1 | $82K | Sell |
2,290
-953
| -29% | -$34.4K | 0.01% | 767 |
|
|
2018
Q4 | $100K | Sell |
3,243
-432
| -12% | -$14.6K | 0.01% | 1200 |
|
|
2018
Q3 | $134K | Buy |
3,675
+1,867
| +103% | +$70.8K | 0.01% | 1307 |
|
|
2018
Q2 | $66K | Buy |
1,808
+538
| +42% | +$19.3K | ﹤0.01% | 1749 |
|
|
2018
Q1 | $44K | Hold |
1,270
| – | – | ﹤0.01% | 1895 |
|
|
2017
Q4 | $44K | Sell |
1,270
-452
| -26% | -$16.3K | ﹤0.01% | 1916 |
|
|
2017
Q3 | $64K | Buy |
1,722
+121
| +8% | +$4.26K | ﹤0.01% | 1841 |
|
|
2017
Q2 | $63K | Buy |
1,601
+968
| +153% | +$38.4K | ﹤0.01% | 1811 |
|
|
2017
Q1 | $27K | Sell |
633
-115
| -15% | -$5.07K | ﹤0.01% | 2314 |
|
|
2016
Q4 | $35K | Buy |
748
+643
| +612% | +$27.3K | ﹤0.01% | 2086 |
|
|
2016
Q3 | $4K | Sell |
105
-839
| -89% | -$32.1K | ﹤0.01% | 3363 |
|
|
2016
Q2 | $35K | Sell |
944
-1,346
| -59% | -$50.8K | ﹤0.01% | 1983 |
|
|
2016
Q1 | $82K | Buy |
2,290
+1,346
| +143% | +$47.2K | 0.01% | 767 |
|
|
2015
Q4 | $35K | Buy |
+944
| New | +$37.3K | ﹤0.01% | 1826 |
|
Other funds holding UBSI
IFP Advisors's UBSI Position: Q2 2026 in Review
IFP Advisors increased its United Bankshares (UBSI) stake by 4.6% in Q2 2026, buying an estimated $22.6K and bringing the position to 11,852 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #1002.
IFP Advisors first reported a position in UBSI in Q4 2015 and has held it in 42 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.
- IFP Advisors held 11,852 shares of United Bankshares worth $543K as of Q2 2026.
- IFP Advisors bought 517 United Bankshares shares in Q2 2026, an estimated $22.6K.
- United Bankshares made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1002 holding.
- IFP Advisors first reported a position in United Bankshares in Q4 2015 and has held it in 42 quarters since.
- 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.