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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
-12,939
Closed -$454K – 957
2025
Q2 		$454K Buy
12,939
+2,963
+30% +$104K 0.01% 393
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 $5.72T AUM 30.48% 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 $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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 12,939 shares — an estimated $454K 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 12,939 United Bankshares shares in Q3 2025, an estimated $454K.
  • 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.