James T. Borello
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James T. Borello’s United Bankshares UBSI Stock Holding History

James T. Borello’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 		$6.2K Hold
135
– – ﹤0.01% 728
2026
Q2 		$6.19K Buy
135
+4
+3% +$175 ﹤0.01% 727
2026
Q1 		$5.43K Buy
+131
New +$5.45K ﹤0.01% 724

Other funds holding UBSI

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

James T. Borello's UBSI Position: Q3 2026 in Review

James T. Borello held its United Bankshares (UBSI) position steady in Q3 2026 at 135 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

James T. Borello first reported a position in UBSI in Q1 2026 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • James T. Borello held 135 shares of United Bankshares worth $6.2K as of Q3 2026.
  • James T. Borello left its United Bankshares share count unchanged in Q3 2026.
  • United Bankshares made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #728 holding.
  • James T. Borello first reported a position in United Bankshares in Q1 2026 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.