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Kingsview Wealth Management’s United Bankshares UBSI Stock Holding History

Kingsview Wealth 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
2026
Q2 		$1.15M Buy
25,144
+3
+0% +$131 0.01% 714
2026
Q1 		$1.04M Buy
25,141
+74
+0.3% +$3.08K 0.01% 682
2025
Q4 		$963K Sell
25,067
-210
-0.8% -$7.82K 0.01% 650
2025
Q3 		$941K Sell
25,277
-1,945
-7% -$72.5K 0.01% 628
2025
Q2 		$992K Buy
27,222
+1,672
+7% +$58.7K 0.02% 591
2025
Q1 		$886K Sell
25,550
-147
-0.6% -$5.39K 0.02% 581
2024
Q4 		$965K Sell
25,697
-279
-1% -$11K 0.02% 559
2024
Q3 		$964K Sell
25,976
-3,916
-13% -$143K 0.02% 545
2024
Q2 		$970K Sell
29,892
-665
-2% -$22K 0.02% 515
2024
Q1 		$1.09M Sell
30,557
-47
-0.2% -$1.66K 0.03% 478
2023
Q4 		$1.15M Buy
30,604
+4
+0% +$127 0.03% 429
2023
Q3 		$844K Sell
30,600
-221
-0.7% -$6.66K 0.03% 480
2023
Q2 		$914K Buy
30,821
+3
+0% +$94 0.04% 434
2023
Q1 		$1.08M Sell
30,818
-2,659
-8% -$104K 0.05% 376
2022
Q4 		$1.36M Sell
33,477
-3,070
-8% -$124K 0.06% 291
2022
Q3 		$1.31M Buy
36,547
+2,034
+6% +$75.8K 0.06% 281
2022
Q2 		$1.21M Buy
34,513
+150
+0.4% +$5.26K 0.06% 317
2022
Q1 		$1.2M Buy
34,363
+2,958
+9% +$107K 0.05% 338
2021
Q4 		$1.14M Sell
31,405
-425
-1% -$15.6K 0.05% 353
2021
Q3 		$1.16M Hold
31,830
– – 0.05% 328
2021
Q2 		$1.17M Sell
31,830
-2,609
-8% -$103K 0.06% 331
2021
Q1 		$1.34M Buy
34,439
+3,430
+11% +$126K 0.08% 268
2020
Q4 		$1M Sell
31,009
-1,896
-6% -$53.5K 0.07% 273
2020
Q3 		$706K Hold
32,905
– – 0.06% 293
2020
Q2 		$910K Buy
+32,905
New +$884K 0.09% 219

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

Kingsview Wealth Management's UBSI Position: Q2 2026 in Review

Kingsview Wealth Management increased its United Bankshares (UBSI) stake by 0.01% in Q2 2026, buying an estimated $131 and bringing the position to 25,144 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #714.

Kingsview Wealth Management first reported a position in UBSI in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.36M in Q4 2022. 448 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Kingsview Wealth Management held 25,144 shares of United Bankshares worth $1.15M as of Q2 2026.
  • Kingsview Wealth Management bought 3 United Bankshares shares in Q2 2026, an estimated $131.
  • United Bankshares made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #714 holding.
  • Kingsview Wealth Management first reported a position in United Bankshares in Q2 2020 and has held it in 25 quarters since.
  • Kingsview Wealth Management's United Bankshares position peaked at $1.36M in Q4 2022.
  • 448 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.