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Kestra Advisory Services’s United Bankshares UBSI Stock Holding History

Kestra 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 		$310K Sell
6,772
-15,327
-69% -$670K ﹤0.01% 2736
2026
Q1 		$915K Sell
22,099
-10,227
-32% -$425K ﹤0.01% 1797
2025
Q4 		$1.24M Sell
32,326
-444
-1% -$16.5K 0.01% 1501
2025
Q3 		$1.22M Sell
32,770
-2,562
-7% -$95.5K 0.01% 1456
2025
Q2 		$1.29M Buy
35,332
+6,584
+23% +$231K 0.01% 1332
2025
Q1 		$997K Buy
28,748
+21,261
+284% +$779K ﹤0.01% 1398
2024
Q4 		$281K Sell
7,487
-2,542
-25% -$100K ﹤0.01% 2268
2024
Q3 		$372K Buy
10,029
+2,468
+33% +$90.1K ﹤0.01% 1959
2024
Q2 		$245K Sell
7,561
-1,912
-20% -$63.2K ﹤0.01% 2265
2024
Q1 		$339K Sell
9,473
-823
-8% -$29.1K ﹤0.01% 1920
2023
Q4 		$387K Sell
10,296
-1,447
-12% -$46K ﹤0.01% 1687
2023
Q3 		$324K Sell
11,743
-418
-3% -$12.6K ﹤0.01% 1612
2023
Q2 		$361K Buy
12,161
+4,584
+60% +$144K ﹤0.01% 1492
2023
Q1 		$267K Sell
7,577
-3,828
-34% -$150K ﹤0.01% 1643
2022
Q4 		$462K Buy
+11,405
New +$462K ﹤0.01% 1458

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

Kestra Advisory Services's UBSI Position: Q2 2026 in Review

Kestra Advisory Services reduced its United Bankshares (UBSI) stake by 69% in Q2 2026, selling an estimated $670K and leaving 6,772 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

Kestra Advisory Services first reported a position in UBSI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q2 2025. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Kestra Advisory Services held 6,772 shares of United Bankshares worth $310K as of Q2 2026.
  • Kestra Advisory Services sold 15,327 United Bankshares shares in Q2 2026, an estimated $670K.
  • United Bankshares made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2736 holding.
  • Kestra Advisory Services first reported a position in United Bankshares in Q4 2022 and has held it in 15 quarters since.
  • Kestra Advisory Services's United Bankshares position peaked at $1.29M in Q2 2025.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.