KAS
UBSI icon

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
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 $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kestra Advisory Services's UBSI Position: Q1 2026 in Review

Kestra Advisory Services reduced its United Bankshares (UBSI) stake by 32% in Q1 2026, selling an estimated $425K and leaving 22,099 shares worth $915K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Kestra Advisory Services first reported a position in UBSI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.29M in Q2 2025. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Kestra Advisory Services held 22,099 shares of United Bankshares worth $915K as of Q1 2026.
  • Kestra Advisory Services sold 10,227 United Bankshares shares in Q1 2026, an estimated $425K.
  • United Bankshares made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1797 holding.
  • Kestra Advisory Services first reported a position in United Bankshares in Q4 2022 and has held it in 14 quarters since.
  • Kestra Advisory Services's United Bankshares position peaked at $1.29M in Q2 2025.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.