Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s United Bankshares UBSI Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-14,104
Closed -$525K – 1262
2025
Q3 		$525K Buy
+14,104
New +$526K ﹤0.01% 1016

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EARNEST Partners
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Geode Capital Management
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Victory Capital Management
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SAM
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Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kovitz Investment Group Partners's UBSI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of United Bankshares (UBSI) in Q4 2025, closing a stake of 14,104 shares — an estimated $525K sold.

Kovitz Investment Group Partners first reported a position in UBSI in Q3 2025 and held it in 1 quarter. The position peaked at $525K in Q3 2025. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining United Bankshares position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 14,104 United Bankshares shares in Q4 2025, an estimated $525K.
  • Kovitz Investment Group Partners first reported a position in United Bankshares in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's United Bankshares position peaked at $525K in Q3 2025.
  • 395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.