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Legacy Wealth Asset Management’s United Bankshares UBSI Stock Holding History

Legacy Wealth Asset 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 		– Sell
-5,012
Closed -$208K – 403
2026
Q1 		$208K Buy
+5,012
New +$208K 0.05% 363

Other funds holding UBSI

BlackRock
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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

Legacy Wealth Asset Management's UBSI Position: Q2 2026 in Review

Legacy Wealth Asset Management sold out of United Bankshares (UBSI) in Q2 2026, closing a stake of 5,012 shares — an estimated $208K sold.

Legacy Wealth Asset Management first reported a position in UBSI in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 449 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Legacy Wealth Asset Management reported no remaining United Bankshares position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 5,012 United Bankshares shares in Q2 2026, an estimated $208K.
  • Legacy Wealth Asset Management first reported a position in United Bankshares in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Asset Management's United Bankshares position peaked at $208K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.