InceptionR’s United Bankshares UBSI Stock Holding History

InceptionR’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
2025 Q4	–	Sell	-11,948	Closed	-$445K	–	885
2025 Q3	$445K	Buy	11,948 +957	+9%	+$35.7K	0.11%	345
2025 Q2	$400K	Buy	+10,991	New	+$386K	0.09%	369
2025 Q1	–	Sell	-8,425	Closed	-$316K	–	845
2024 Q4	$316K	Buy	+8,425	New	+$332K	0.07%	441
2024 Q3	–	Sell	-16,159	Closed	-$524K	–	877
2024 Q2	$524K	Buy	+16,159	New	+$534K	0.15%	268
2024 Q1	–	Sell	-8,287	Closed	-$311K	–	732
2023 Q4	$311K	Buy	+8,287	New	+$263K	0.22%	211

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

InceptionR's UBSI Position: Q4 2025 in Review

InceptionR sold out of United Bankshares (UBSI) in Q4 2025, closing a stake of 11,948 shares — an estimated $445K sold.

InceptionR first reported a position in UBSI in Q4 2023 and held it in 5 quarters. The position peaked at $524K in Q2 2024. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

InceptionR reported no remaining United Bankshares position as of Q4 2025 after selling out during the quarter.
InceptionR sold 11,948 United Bankshares shares in Q4 2025, an estimated $445K.
InceptionR first reported a position in United Bankshares in Q4 2023 and held it in 5 quarters.
InceptionR's United Bankshares position peaked at $524K in Q2 2024.
395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.