LFG
UBSI icon

Larson Financial Group’s United Bankshares UBSI Stock Holding History

Larson Financial 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
Q2 		$2.7K Buy
59
+32
+119% +$1.4K ﹤0.01% 3019
2026
Q1 		$1.12K Buy
27
+13
+93% +$540 ﹤0.01% 3121
2025
Q4 		$538 Buy
14
+6
+75% +$223 ﹤0.01% 3104
2025
Q3 		$298 Hold
8
– – ﹤0.01% 3203
2025
Q2 		$291 Sell
8
-16
-67% -$562 ﹤0.01% 2986
2025
Q1 		$832 Buy
+24
New +$879 ﹤0.01% 2434

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

Larson Financial Group's UBSI Position: Q2 2026 in Review

Larson Financial Group increased its United Bankshares (UBSI) stake by 119% in Q2 2026, buying an estimated $1.4K and bringing the position to 59 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3019.

Larson Financial Group first reported a position in UBSI in Q1 2025 and has held it in 6 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Larson Financial Group held 59 shares of United Bankshares worth $2.7K as of Q2 2026.
  • Larson Financial Group bought 32 United Bankshares shares in Q2 2026, an estimated $1.4K.
  • United Bankshares made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3019 holding.
  • Larson Financial Group first reported a position in United Bankshares in Q1 2025 and has held it in 6 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.