Jamison Private Wealth Management’s United Bankshares UBSI Stock Holding History

Jamison Private Wealth Management’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	$367K	Hold	8,000	–	–	0.04%	187
2026 Q1	$331K	Hold	8,000	–	–	0.04%	176
2025 Q4	$307K	Sell	8,000 -1,348	-14%	-$50.2K	0.04%	181
2025 Q3	$348K	Hold	9,348	–	–	0.04%	176
2025 Q2	$341K	Hold	9,348	–	–	0.05%	170
2025 Q1	$324K	Hold	9,348	–	–	0.05%	169
2024 Q4	$351K	Hold	9,348	–	–	0.05%	167
2024 Q3	$347K	Hold	9,348	–	–	0.05%	153
2024 Q2	$303K	Hold	9,348	–	–	0.05%	149
2024 Q1	$335K	Hold	9,348	–	–	0.06%	148
2023 Q4	$351K	Hold	9,348	–	–	0.07%	147
2023 Q3	$258K	Buy	+9,348	New	+$282K	0.05%	153

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

Jamison Private Wealth Management's UBSI Position: Q2 2026 in Review

Jamison Private Wealth Management held its United Bankshares (UBSI) position steady in Q2 2026 at 8,000 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #187.

Jamison Private Wealth Management first reported a position in UBSI in Q3 2023 and has held it in 12 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Jamison Private Wealth Management held 8,000 shares of United Bankshares worth $367K as of Q2 2026.
Jamison Private Wealth Management left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up 0.04% of Jamison Private Wealth Management's portfolio in Q2 2026, its #187 holding.
Jamison Private Wealth Management first reported a position in United Bankshares in Q3 2023 and has held it in 12 quarters since.
450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.