Jefferies Financial Group’s United Bankshares UBSI Stock Holding History

Jefferies Financial Group’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	$336K	Buy	+7,331	New	+$321K	﹤0.01%	1353
2025 Q3	–	Sell	-13,250	Closed	-$483K	–	1689
2025 Q2	$483K	Sell	13,250 -9,920	-43%	-$348K	﹤0.01%	912
2025 Q1	$803K	Buy	+23,170	New	+$849K	0.01%	886
2024 Q3	–	Sell	-33,400	Closed	-$1.08M	–	1781
2024 Q2	$1.08M	Hold	33,400	–	–	0.01%	713
2024 Q1	$1.2M	Hold	33,400	–	–	0.01%	756
2023 Q4	$1.25M	Sell	33,400 -6,290	-16%	-$200K	0.01%	872
2023 Q3	$1.1M	Buy	+39,690	New	+$1.2M	0.01%	802

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Jefferies Financial Group's UBSI Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in United Bankshares (UBSI) in Q2 2026: 7,331 shares worth $336K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in UBSI as recently as Q2 2025.

Jefferies Financial Group first reported a position in UBSI in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.25M in Q4 2023. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Jefferies Financial Group held 7,331 shares of United Bankshares worth $336K as of Q2 2026.
United Bankshares was a new Jefferies Financial Group position in Q2 2026.
United Bankshares made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1353 holding.
Jefferies Financial Group first reported a position in United Bankshares in Q3 2023 and has held it in 7 quarters since.
Jefferies Financial Group's United Bankshares position peaked at $1.25M in Q4 2023.
450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.