Jones Financial Companies
UBSI icon

Jones Financial Companies’s United Bankshares UBSI Stock Holding History

Jones Financial Companies’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 		$931K Buy
20,155
+5,617
+39% +$246K ﹤0.01% 1932
2026
Q1 		$587K Buy
14,538
+1,906
+15% +$79.2K ﹤0.01% 1960
2025
Q4 		$485K Buy
12,632
+366
+3% +$13.6K ﹤0.01% 1528
2025
Q3 		$458K Buy
12,266
+343
+3% +$12.8K ﹤0.01% 1431
2025
Q2 		$434K Sell
11,923
-2,030
-15% -$71.3K ﹤0.01% 1326
2025
Q1 		$480K Buy
13,953
+13,087
+1,511% +$479K ﹤0.01% 1144
2024
Q4 		$32.5K Buy
866
+310
+56% +$12.2K ﹤0.01% 2062
2024
Q3 		$20.5K Buy
556
+56
+11% +$2.04K ﹤0.01% 1949
2024
Q2 		$16.2K Buy
+500
New +$16.5K ﹤0.01% 1610

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

Jones Financial Companies's UBSI Position: Q2 2026 in Review

Jones Financial Companies increased its United Bankshares (UBSI) stake by 39% in Q2 2026, buying an estimated $246K and bringing the position to 20,155 shares worth $931K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Jones Financial Companies first reported a position in UBSI in Q2 2024 and has held it in 9 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Jones Financial Companies held 20,155 shares of United Bankshares worth $931K as of Q2 2026.
  • Jones Financial Companies bought 5,617 United Bankshares shares in Q2 2026, an estimated $246K.
  • United Bankshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1932 holding.
  • Jones Financial Companies first reported a position in United Bankshares in Q2 2024 and has held it in 9 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.