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Kestra Private Wealth Services’s United Bankshares UBSI Stock Holding History

Kestra Private Wealth 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 		$1.47M Buy
32,155
+258
+0.8% +$11.3K 0.02% 707
2026
Q1 		$1.32M Buy
31,897
+4,288
+16% +$178K 0.02% 709
2025
Q4 		$1.06M Buy
27,609
+297
+1% +$11.1K 0.01% 788
2025
Q3 		$1.02M Buy
27,312
+243
+0.9% +$9.06K 0.01% 770
2025
Q2 		$986K Buy
27,069
+112
+0.4% +$3.93K 0.01% 751
2025
Q1 		$935K Buy
26,957
+15,796
+142% +$579K 0.02% 700
2024
Q4 		$419K Buy
+11,161
New +$439K 0.01% 1008

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 Private Wealth Services's UBSI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its United Bankshares (UBSI) stake by 0.81% in Q2 2026, buying an estimated $11.3K and bringing the position to 32,155 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #707.

Kestra Private Wealth Services first reported a position in UBSI in Q4 2024 and has held it in 7 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Kestra Private Wealth Services held 32,155 shares of United Bankshares worth $1.47M as of Q2 2026.
  • Kestra Private Wealth Services bought 258 United Bankshares shares in Q2 2026, an estimated $11.3K.
  • United Bankshares made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #707 holding.
  • Kestra Private Wealth Services first reported a position in United Bankshares in Q4 2024 and has held it in 7 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

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