Janney Montgomery Scott
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Janney Montgomery Scott’s United Bankshares UBSI Stock Holding History

Janney Montgomery Scott’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 		– Sell
-48,223
Closed -$1.85M – 3058
2025
Q4 		$1.85M Sell
48,223
-536
-1% -$20K ﹤0.01% 1373
2025
Q3 		$1.81M Buy
+48,759
New +$1.82M ﹤0.01% 1363
2025
Q1 		– Sell
-49,123
Closed -$1.84M – 2876
2024
Q4 		$1.84M Sell
49,123
-97
-0.2% -$3.82K 0.01% 1191
2024
Q3 		$1.83M Sell
49,220
-474
-1% -$17.3K 0.01% 1188
2024
Q2 		$1.61M Buy
49,694
+14,791
+42% +$489K ﹤0.01% 1195
2024
Q1 		$1.25M Sell
34,903
-4,724
-12% -$167K ﹤0.01% 1402
2023
Q4 		$1.49M Sell
39,627
-813
-2% -$25.8K ﹤0.01% 1243
2023
Q3 		$1.12M Sell
40,440
-12,403
-23% -$374K ﹤0.01% 1294
2023
Q2 		$1.57M Sell
52,843
-4,943
-9% -$156K 0.01% 1194
2023
Q1 		$2.03M Sell
57,786
-840
-1% -$33K 0.01% 971
2022
Q4 		$2.37M Buy
58,626
+5,853
+11% +$237K 0.01% 948
2022
Q3 		$1.89M Sell
52,773
-7,342
-12% -$274K 0.01% 989
2022
Q2 		$2.12M Buy
60,115
+3,771
+7% +$132K 0.01% 906
2022
Q1 		$1.97M Buy
56,344
+4,273
+8% +$155K 0.01% 927
2021
Q4 		$1.89M Buy
52,071
+972
+2% +$35.8K 0.01% 1008
2021
Q3 		$1.86M Buy
51,099
+1,446
+3% +$50.6K 0.01% 984
2021
Q2 		$1.81M Sell
49,653
-7,263
-13% -$285K 0.01% 981
2021
Q1 		$2.2M Sell
56,916
-566
-1% -$20.8K 0.01% 849
2020
Q4 		$1.86M Buy
57,482
+959
+2% +$27.1K 0.01% 912
2020
Q3 		$1.21M Sell
56,523
-1,524
-3% -$39.7K 0.01% 1010
2020
Q2 		$1.61M Buy
58,047
+7,446
+15% +$200K 0.01% 848
2020
Q1 		$1.17M Sell
50,601
-69,190
-58% -$2.17M 0.01% 886
2019
Q4 		$4.63M Sell
119,791
-6,282
-5% -$242K 0.03% 490
2019
Q3 		$4.77M Buy
126,073
+4,630
+4% +$172K 0.03% 452
2019
Q2 		$4.5M Sell
121,443
-12,458
-9% -$468K 0.03% 459
2019
Q1 		$4.85M Sell
133,901
-12,305
-8% -$444K 0.04% 412
2018
Q4 		$4.55M Sell
146,206
-222
-0.2% -$7.49K 0.04% 385
2018
Q3 		$5.32M Sell
146,428
-4,600
-3% -$174K 0.05% 385
2018
Q2 		$5.5M Buy
151,028
+636
+0.4% +$22.8K 0.05% 357
2018
Q1 		$5.3M Buy
150,392
+70,813
+89% +$2.56M 0.05% 354
2017
Q4 		$2.77M Buy
79,579
+154
+0.2% +$5.55K 0.03% 529
2017
Q3 		$2.95M Buy
79,425
+54
+0.1% +$1.9K 0.03% 474
2017
Q2 		$3.11M Buy
79,371
+1,028
+1% +$40.8K 0.04% 430
2017
Q1 		$3.31M Sell
78,343
-295
-0.4% -$13K 0.04% 393
2016
Q4 		$3.64M Buy
78,638
+728
+0.9% +$30.9K 0.05% 332
2016
Q3 		$2.94M Sell
77,910
-77,910
-50% -$2.98M 0.05% 346
2016
Q2 		$5.84M Buy
155,820
+75,810
+95% +$2.86M 0.12% 157
2016
Q1 		$2.94M Hold
80,010
– – 0.08% 255
2015
Q4 		$2.96M Sell
80,010
-1,570
-2% -$62.1K 0.08% 269
2015
Q3 		$3.1M Sell
81,580
-2,500
-3% -$98.1K 0.09% 258
2015
Q2 		$3.38M Buy
84,080
+14,166
+20% +$542K 0.07% 334
2015
Q1 		$2.63M Buy
69,914
+38,165
+120% +$1.39M 0.05% 462
2014
Q4 		$1.19M Hold
31,749
– – 0.02% 782
2014
Q3 		$982K Sell
31,749
-1,580
-5% -$50.9K 0.02% 851
2014
Q2 		$1.08M Buy
33,329
+1,584
+5% +$48.2K 0.02% 785
2014
Q1 		$972K Buy
31,745
+21,068
+197% +$632K 0.02% 767
2013
Q4 		$336K Buy
10,677
+2,035
+24% +$62.3K 0.01% 1358
2013
Q3 		$250K Buy
+8,642
New +$246K 0.01% 1472

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T 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

Janney Montgomery Scott's UBSI Position: Q1 2026 in Review

Janney Montgomery Scott sold out of United Bankshares (UBSI) in Q1 2026, closing a stake of 48,223 shares — an estimated $1.85M sold.

Janney Montgomery Scott first reported a position in UBSI in Q3 2013 and held it in 48 quarters. The position peaked at $5.84M in Q2 2016. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Janney Montgomery Scott reported no remaining United Bankshares position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 48,223 United Bankshares shares in Q1 2026, an estimated $1.85M.
  • Janney Montgomery Scott first reported a position in United Bankshares in Q3 2013 and held it in 48 quarters.
  • Janney Montgomery Scott's United Bankshares position peaked at $5.84M in Q2 2016.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.