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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
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
– – 0.05% 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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return