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JFS Wealth Advisors’s United Bankshares UBSI Stock Holding History

JFS Wealth Advisors’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 		$4.65K Buy
101
+8
+9% +$350 ﹤0.01% 1303
2026
Q1 		$3.87K Sell
93
-33
-26% -$1.37K ﹤0.01% 1282
2025
Q4 		$4.85K Buy
126
+38
+43% +$1.42K ﹤0.01% 1246
2025
Q3 		$3.27K Sell
88
-19
-18% -$708 ﹤0.01% 1287
2025
Q2 		$3.9K Buy
107
+23
+27% +$808 ﹤0.01% 1172
2025
Q1 		$2.91K Hold
84
– – ﹤0.01% 1329
2024
Q4 		$3.15K Hold
84
– – ﹤0.01% 1300
2024
Q3 		$3.12K Buy
84
+22
+35% +$803 ﹤0.01% 1300
2024
Q2 		$2.01K Hold
62
– – ﹤0.01% 1425
2024
Q1 		$2.22K Buy
62
+27
+77% +$955 ﹤0.01% 1405
2023
Q4 		$1.31K Sell
35
-64
-65% -$2.03K ﹤0.01% 1566
2023
Q3 		$2.73K Buy
99
+16
+19% +$482 ﹤0.01% 1238
2023
Q2 		$2.46K Sell
83
-30
-27% -$944 ﹤0.01% 1308
2023
Q1 		$3.98K Sell
113
-12
-10% -$471 ﹤0.01% 1082
2022
Q4 		$5.06K Buy
125
+9
+8% +$365 ﹤0.01% 989
2022
Q3 		$4K Sell
116
-25
-18% -$932 ﹤0.01% 1109
2022
Q2 		$5K Buy
141
+61
+76% +$2.14K ﹤0.01% 1019
2022
Q1 		$3K Buy
80
+45
+129% +$1.64K ﹤0.01% 1329
2021
Q4 		$1K Buy
+35
New +$1.29K ﹤0.01% 1592

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JFS Wealth Advisors's UBSI Position: Q2 2026 in Review

JFS Wealth Advisors increased its United Bankshares (UBSI) stake by 8.6% in Q2 2026, buying an estimated $350 and bringing the position to 101 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

JFS Wealth Advisors first reported a position in UBSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.06K in Q4 2022. 449 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • JFS Wealth Advisors held 101 shares of United Bankshares worth $4.65K as of Q2 2026.
  • JFS Wealth Advisors bought 8 United Bankshares shares in Q2 2026, an estimated $350.
  • United Bankshares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1303 holding.
  • JFS Wealth Advisors first reported a position in United Bankshares in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's United Bankshares position peaked at $5.06K in Q4 2022.
  • 449 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.