Key Financial Inc’s United Bankshares UBSI Stock Holding History

Key Financial Inc’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	$83.9K	Hold	1,830	–	–	0.01%	455
2026 Q1	$75.8K	Hold	1,830	–	–	0.01%	456
2025 Q4	$70.3K	Hold	1,830	–	–	0.01%	459
2025 Q3	$67.5K	Hold	1,830	–	–	0.01%	460
2025 Q2	$66.7K	Hold	1,830	–	–	0.01%	444
2025 Q1	$63.4K	Hold	1,830	–	–	0.01%	437
2024 Q4	$68.7K	Hold	1,830	–	–	0.02%	427
2024 Q3	$67.9K	Hold	1,830	–	–	0.02%	421
2024 Q2	$59.4K	Hold	1,830	–	–	0.01%	434
2024 Q1	$65.5K	Hold	1,830	–	–	0.02%	391
2023 Q4	$68.7K	Hold	1,830	–	–	0.02%	372
2023 Q3	$50.5K	Buy	1,830 +1,611	+736%	+$48.5K	0.02%	409
2023 Q2	$6.5K	Hold	219	–	–	﹤0.01%	841
2023 Q1	$7.71K	Sell	219 -31	-12%	-$1.22K	﹤0.01%	730
2022 Q4	$8.94K	Hold	250	–	–	﹤0.01%	651
2022 Q3	$9K	Hold	250	–	–	﹤0.01%	663
2022 Q2	$9K	Hold	250	–	–	﹤0.01%	666
2022 Q1	$9K	Hold	250	–	–	﹤0.01%	675
2021 Q4	$9K	Hold	250	–	–	﹤0.01%	618
2021 Q3	$9K	Hold	250	–	–	0.01%	610
2021 Q2	$9K	Hold	250	–	–	0.01%	600
2021 Q1	$10K	Hold	250	–	–	0.01%	492
2020 Q4	$8K	Buy	+250	New	+$7.06K	0.01%	495
2020 Q2	–	Sell	-250	Closed	-$6K	–	588
2020 Q1	$6K	Buy	+250	New	+$7.85K	0.01%	496

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Key Financial Inc's UBSI Position: Q2 2026 in Review

Key Financial Inc held its United Bankshares (UBSI) position steady in Q2 2026 at 1,830 shares worth $83.9K. The position accounts for 0.01% of the portfolio, ranked #455.

Key Financial Inc first reported a position in UBSI in Q1 2020 and has held it in 24 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Key Financial Inc held 1,830 shares of United Bankshares worth $83.9K as of Q2 2026.
Key Financial Inc left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #455 holding.
Key Financial Inc first reported a position in United Bankshares in Q1 2020 and has held it in 24 quarters since.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.