Klingman & Associates’s United Bankshares UBSI Stock Holding History

Klingman & Associates’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	$1.28M	Buy	30,852 +160	+0.5%	+$6.65K	0.06%	111
2025 Q4	$1.18M	Buy	30,692 +42	+0.1%	+$1.56K	0.06%	116
2025 Q3	$1.14M	Buy	30,650 +54	+0.2%	+$2.01K	0.06%	113
2025 Q2	$1.11M	Hold	30,596	–	–	0.06%	108
2025 Q1	$1.06M	Hold	30,596	–	–	0.06%	103
2024 Q4	$1.15M	Hold	30,596	–	–	0.07%	94
2024 Q3	$1.14M	Hold	30,596	–	–	0.07%	104
2024 Q2	$993K	Hold	30,596	–	–	0.07%	98
2024 Q1	$1.1M	Hold	30,596	–	–	0.08%	94
2023 Q4	$1.15M	Sell	30,596 -348	-1%	-$11.1K	0.08%	85
2023 Q3	$854K	Buy	30,944 +348	+1%	+$10.5K	0.07%	98
2023 Q2	$908K	Buy	30,596 +10,000	+49%	+$315K	0.07%	93
2023 Q1	$725K	Hold	20,596	–	–	0.06%	98
2022 Q4	$834K	Buy	20,596 +9	+0%	+$365	0.07%	89
2022 Q3	$736K	Hold	20,587	–	–	0.07%	86
2022 Q2	$722K	Hold	20,587	–	–	0.07%	85
2022 Q1	$718K	Buy	20,587 +15,000	+268%	+$545K	0.06%	92
2021 Q4	$203K	Hold	5,587	–	–	0.02%	177
2021 Q3	$203K	Buy	+5,587	New	+$195K	0.02%	171

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Klingman & Associates's UBSI Position: Q1 2026 in Review

Klingman & Associates increased its United Bankshares (UBSI) stake by 0.52% in Q1 2026, buying an estimated $6.65K and bringing the position to 30,852 shares worth $1.28M. The position accounts for 0.06% of the portfolio, ranked #111.

Klingman & Associates first reported a position in UBSI in Q3 2021 and has held it in 19 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Klingman & Associates held 30,852 shares of United Bankshares worth $1.28M as of Q1 2026.
Klingman & Associates bought 160 United Bankshares shares in Q1 2026, an estimated $6.65K.
United Bankshares made up 0.06% of Klingman & Associates's portfolio in Q1 2026, its #111 holding.
Klingman & Associates first reported a position in United Bankshares in Q3 2021 and has held it in 19 quarters since.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.