Ken Fisher
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Ken Fisher’s United Bankshares UBSI Stock Holding History

Ken Fisher’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 		$64M Buy
1,395,828
+184,697
+15% +$8.08M 0.02% 218
2026
Q1 		$50.2M Buy
1,211,131
+28,190
+2% +$1.17M 0.02% 233
2025
Q4 		$45.4M Sell
1,182,941
-92,484
-7% -$3.44M 0.02% 246
2025
Q3 		$47.5M Buy
1,275,425
+116,647
+10% +$4.35M 0.02% 237
2025
Q2 		$42.2M Sell
1,158,778
-72,881
-6% -$2.56M 0.02% 237
2025
Q1 		$42.7M Buy
1,231,659
+58,849
+5% +$2.16M 0.02% 230
2024
Q4 		$44M Sell
1,172,810
-48,683
-4% -$1.92M 0.02% 239
2024
Q3 		$45.3M Buy
1,221,493
+16,782
+1% +$612K 0.02% 234
2024
Q2 		$39.1M Buy
1,204,711
+11,354
+1% +$375K 0.02% 248
2024
Q1 		$42.7M Sell
1,193,357
-184,907
-13% -$6.54M 0.02% 240
2023
Q4 		$51.8M Sell
1,378,264
-203,089
-13% -$6.45M 0.03% 215
2023
Q3 		$43.6M Buy
1,581,353
+711,709
+82% +$21.4M 0.02% 257
2023
Q2 		$25.8M Buy
869,644
+5,486
+0.6% +$173K 0.01% 334
2023
Q1 		$30.4M Buy
+864,158
New +$33.9M 0.02% 315

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ken Fisher's UBSI Position: Q2 2026 in Review

Ken Fisher increased its United Bankshares (UBSI) stake by 15% in Q2 2026, buying an estimated $8.08M and bringing the position to 1,395,828 shares worth $64M. The position accounts for 0.02% of the portfolio, ranked #218.

Ken Fisher first reported a position in UBSI in Q1 2023 and has held it in 14 quarters since. 171 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Ken Fisher held 1,395,828 shares of United Bankshares worth $64M as of Q2 2026.
  • Ken Fisher bought 184,697 United Bankshares shares in Q2 2026, an estimated $8.08M.
  • United Bankshares made up 0.02% of Ken Fisher's portfolio in Q2 2026, its #218 holding.
  • Ken Fisher first reported a position in United Bankshares in Q1 2023 and has held it in 14 quarters since.
  • 171 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.