Integrated Wealth Concepts’s United Bankshares UBSI Stock Holding History

Integrated Wealth Concepts’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	$67.8K	Buy	+1,480	New	+$64.7K	﹤0.01%	3133

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Concepts's UBSI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in United Bankshares (UBSI) in Q2 2026: 1,480 shares worth $67.8K. The stake represents ﹤0.01% of the portfolio and ranks #3133 among its holdings.

448 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Integrated Wealth Concepts held 1,480 shares of United Bankshares worth $67.8K as of Q2 2026.
United Bankshares was a new Integrated Wealth Concepts position in Q2 2026.
United Bankshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3133 holding.
448 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.