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JMN Financial’s United Bankshares UBSI Stock Holding History

JMN Financial’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 		$345K Buy
7,451
+1,616
+28% +$70.7K 0.27% 111
2026
Q1 		$242K Sell
5,835
-53
-0.9% -$2.2K 0.24% 143
2025
Q4 		$228K Buy
+5,888
New +$219K 0.23% 158

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JMN Financial's UBSI Position: Q2 2026 in Review

JMN Financial increased its United Bankshares (UBSI) stake by 28% in Q2 2026, buying an estimated $70.7K and bringing the position to 7,451 shares worth $345K. The position accounts for 0.27% of the portfolio, ranked #111.

JMN Financial first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. 425 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • JMN Financial held 7,451 shares of United Bankshares worth $345K as of Q2 2026.
  • JMN Financial bought 1,616 United Bankshares shares in Q2 2026, an estimated $70.7K.
  • United Bankshares made up 0.27% of JMN Financial's portfolio in Q2 2026, its #111 holding.
  • JMN Financial first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 425 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.