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Kilter Group’s United Bankshares UBSI Stock Holding History

Kilter Group’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 		$3.27K Buy
79
+12
+18% +$499 ﹤0.01% 748
2025
Q4 		$2.57K Buy
67
+18
+37% +$670 ﹤0.01% 680
2025
Q3 		$1.82K Hold
49
– – ﹤0.01% 689
2025
Q2 		$1.79K Buy
+49
New +$1.72K ﹤0.01% 653

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

Kilter Group's UBSI Position: Q1 2026 in Review

Kilter Group increased its United Bankshares (UBSI) stake by 18% in Q1 2026, buying an estimated $499 and bringing the position to 79 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Kilter Group first reported a position in UBSI in Q2 2025 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Kilter Group held 79 shares of United Bankshares worth $3.27K as of Q1 2026.
  • Kilter Group bought 12 United Bankshares shares in Q1 2026, an estimated $499.
  • United Bankshares made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #748 holding.
  • Kilter Group first reported a position in United Bankshares in Q2 2025 and has held it in 4 quarters since.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.