Jackson Creek Investment Advisors’s United Bankshares UBSI Stock Holding History

Jackson Creek Investment Advisors’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	$665K	Sell	13,717 -107	-0.8%	-$4.68K	0.22%	188
2026 Q1	$573K	Buy	13,824 +3,234	+31%	+$134K	0.17%	188
2025 Q4	$407K	Sell	10,590 -154	-1%	-$5.74K	0.12%	248
2025 Q3	$400K	Sell	10,744 -21	-0.2%	-$783	0.12%	234
2025 Q2	$392K	Buy	+10,765	New	+$378K	0.11%	265
2024 Q2	–	Sell	-31,032	Closed	-$1.11M	–	357
2024 Q1	$1.11M	Sell	31,032 -74	-0.2%	-$2.62K	0.4%	99
2023 Q4	$1.17M	Buy	+31,106	New	+$988K	0.45%	53
2021 Q3	–	Sell	-28,406	Closed	-$1.04M	–	344
2021 Q2	$1.04M	Sell	28,406 -2,443	-8%	-$96K	0.39%	126
2021 Q1	$1.19M	Sell	30,849 -915	-3%	-$33.6K	0.41%	87
2020 Q4	$1.03M	Buy	+31,764	New	+$897K	0.4%	98

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

Jackson Creek Investment Advisors's UBSI Position: Q2 2026 in Review

Jackson Creek Investment Advisors reduced its United Bankshares (UBSI) stake by 0.77% in Q2 2026, selling an estimated $4.68K and leaving 13,717 shares worth $665K. The position accounts for 0.22% of the portfolio, ranked #188.

Jackson Creek Investment Advisors first reported a position in UBSI in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.19M in Q1 2021. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Jackson Creek Investment Advisors held 13,717 shares of United Bankshares worth $665K as of Q2 2026.
Jackson Creek Investment Advisors sold 107 United Bankshares shares in Q2 2026, an estimated $4.68K.
United Bankshares made up 0.22% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #188 holding.
Jackson Creek Investment Advisors first reported a position in United Bankshares in Q4 2020 and has held it in 10 quarters since.
Jackson Creek Investment Advisors's United Bankshares position peaked at $1.19M in Q1 2021.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.