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Keating Financial Advisory Services’s United Bankshares UBSI Stock Holding History

Keating Financial Advisory Services’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 		$4.67K Hold
102
– – ﹤0.01% 1586
2026
Q1 		$4.22K Buy
102
+10
+11% +$416 ﹤0.01% 1535
2025
Q4 		$3.53K Buy
+92
New +$3.43K ﹤0.01% 1392

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

Keating Financial Advisory Services's UBSI Position: Q2 2026 in Review

Keating Financial Advisory Services held its United Bankshares (UBSI) position steady in Q2 2026 at 102 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Keating Financial Advisory Services first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Keating Financial Advisory Services held 102 shares of United Bankshares worth $4.67K as of Q2 2026.
  • Keating Financial Advisory Services left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1586 holding.
  • Keating Financial Advisory Services first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 449 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.