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Kapitalo Investimentos’s United Bankshares UBSI Stock Holding History

Kapitalo Investimentos’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
2025
Q1 		– Sell
-87
Closed -$3.27K – 309
2024
Q4 		$3.27K Buy
+87
New +$3.43K ﹤0.01% 268
2024
Q1 		– Sell
-1,540
Closed -$57.8K – 547
2023
Q4 		$57.8K Buy
+1,540
New +$48.9K 0.01% 448
2023
Q1 		– Sell
-2,182
Closed -$88.3K – 505
2022
Q4 		$88.3K Buy
+2,182
New +$88.4K 0.07% 78

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kapitalo Investimentos's UBSI Position: Q1 2025 in Review

Kapitalo Investimentos sold out of United Bankshares (UBSI) in Q1 2025, closing a stake of 87 shares — an estimated $3.27K sold.

Kapitalo Investimentos first reported a position in UBSI in Q4 2022 and held it in 3 quarters. The position peaked at $88.3K in Q4 2022. 377 funds tracked by Wall St. Rank hold UBSI as of Q1 2025.

  • Kapitalo Investimentos reported no remaining United Bankshares position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 87 United Bankshares shares in Q1 2025, an estimated $3.27K.
  • Kapitalo Investimentos first reported a position in United Bankshares in Q4 2022 and held it in 3 quarters.
  • Kapitalo Investimentos's United Bankshares position peaked at $88.3K in Q4 2022.
  • 377 funds tracked by Wall St. Rank held United Bankshares as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.