Janney Capital Management’s United Bankshares UBSI Stock Holding History

Janney Capital 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
2025 Q4	$392K	Hold	10,207	–	–	0.02%	193
2025 Q3	$380K	Buy	+10,207	New	+$381K	0.02%	182
2025 Q1	–	Sell	-12,277	Closed	-$461K	–	252
2024 Q4	$461K	Sell	12,277 -240	-2%	-$9.45K	0.03%	179
2024 Q3	$464K	Hold	12,517	–	–	0.03%	160
2024 Q2	$406K	Hold	12,517	–	–	0.03%	168
2024 Q1	$448K	Hold	12,517	–	–	0.03%	175
2023 Q4	$470K	Hold	12,517	–	–	0.03%	167
2023 Q3	$345K	Hold	12,517	–	–	0.03%	166
2023 Q2	$371K	Hold	12,517	–	–	0.03%	176
2023 Q1	$441K	Hold	12,517	–	–	0.03%	143
2022 Q4	$507K	Sell	12,517 -444	-3%	-$18K	0.04%	146
2022 Q3	$463K	Hold	12,961	–	–	0.04%	133
2022 Q2	$455K	Hold	12,961	–	–	0.04%	130
2022 Q1	$452K	Hold	12,961	–	–	0.03%	140
2021 Q4	$470K	Hold	12,961	–	–	0.03%	151
2021 Q3	$472K	Hold	12,961	–	–	0.03%	146
2021 Q2	$473K	Hold	12,961	–	–	0.03%	148
2021 Q1	$500K	Hold	12,961	–	–	0.03%	137
2020 Q4	$420K	Hold	12,961	–	–	0.03%	144
2020 Q3	$278K	Hold	12,961	–	–	0.02%	179
2020 Q2	$359K	Hold	12,961	–	–	0.02%	153
2020 Q1	$299K	Hold	12,961	–	–	0.02%	151
2019 Q4	$501K	Hold	12,961	–	–	0.03%	146
2019 Q3	$491K	Hold	12,961	–	–	0.03%	141
2019 Q2	$481K	Hold	12,961	–	–	0.03%	132
2019 Q1	$470K	Hold	12,961	–	–	0.02%	135
2018 Q4	$403K	Hold	12,961	–	–	0.02%	138
2018 Q3	$471K	Hold	12,961	–	–	0.02%	150
2018 Q2	$472K	Hold	12,961	–	–	0.02%	147
2018 Q1	$457K	Hold	12,961	–	–	0.02%	145
2017 Q4	$450K	Hold	12,961	–	–	0.02%	149
2017 Q3	$481K	Buy	+12,961	New	+$456K	0.02%	141
2017 Q2	–	Sell	-8,775	Closed	-$370K	–	188
2017 Q1	$370K	Hold	8,775	–	–	0.02%	134
2016 Q4	$405K	Hold	8,775	–	–	0.02%	141
2016 Q3	$330K	Hold	8,775	–	–	0.01%	142
2016 Q2	$329K	Hold	8,775	–	–	0.02%	135
2016 Q1	$322K	Hold	8,775	–	–	0.02%	126
2015 Q4	$325K	Hold	8,775	–	–	0.01%	160
2015 Q3	$333K	Hold	8,775	–	–	0.02%	153
2015 Q2	$353K	Buy	8,775 +2,070	+31%	+$79.1K	0.05%	60
2015 Q1	$252K	Sell	6,705 -2,000	-23%	-$73.1K	0.01%	209
2014 Q4	$326K	Sell	8,705 -50	-0.6%	-$1.72K	0.02%	170
2014 Q3	$271K	Hold	8,755	–	–	0.02%	172
2014 Q2	$283K	Hold	8,755	–	–	0.02%	176
2014 Q1	$268K	Buy	8,755 +182	+2%	+$5.46K	0.02%	173
2013 Q4	$270K	Hold	8,573	–	–	0.02%	162
2013 Q3	$248K	Buy	+8,573	New	+$244K	0.02%	194

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janney Capital Management's UBSI Position: Q4 2025 in Review

Janney Capital Management held its United Bankshares (UBSI) position steady in Q4 2025 at 10,207 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #193.

Janney Capital Management first reported a position in UBSI in Q3 2013 and has held it in 47 quarters since. The position peaked at $507K in Q4 2022. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

Janney Capital Management held 10,207 shares of United Bankshares worth $392K as of Q4 2025.
Janney Capital Management left its United Bankshares share count unchanged in Q4 2025.
United Bankshares made up 0.02% of Janney Capital Management's portfolio in Q4 2025, its #193 holding.
Janney Capital Management first reported a position in United Bankshares in Q3 2013 and has held it in 47 quarters since.
Janney Capital Management's United Bankshares position peaked at $507K in Q4 2022.
395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.