Kestra Investment Management
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Kestra Investment Management’s United Bankshares UBSI Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-2,963
Closed -$108K – 729
2025
Q2 		$108K Sell
2,963
-7,013
-70% -$246K ﹤0.01% 455
2025
Q1 		$346K Sell
9,976
-2,512
-20% -$92K 0.01% 312
2024
Q4 		$469K Buy
+12,488
New +$492K 0.02% 239

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kestra Investment Management's UBSI Position: Q3 2025 in Review

Kestra Investment Management sold out of United Bankshares (UBSI) in Q3 2025, closing a stake of 2,963 shares — an estimated $108K sold.

Kestra Investment Management first reported a position in UBSI in Q4 2024 and held it in 3 quarters. The position peaked at $469K in Q4 2024. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

  • Kestra Investment Management reported no remaining United Bankshares position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 2,963 United Bankshares shares in Q3 2025, an estimated $108K.
  • Kestra Investment Management first reported a position in United Bankshares in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's United Bankshares position peaked at $469K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.