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LifeSteps Financial’s United Bankshares UBSI Stock Holding History

LifeSteps Financial’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 		$7.24K Buy
+158
New +$6.91K ﹤0.01% 470
2024
Q2 		– Sell
-158
Closed -$5.66K – 383
2024
Q1 		$5.66K Buy
+158
New +$5.59K ﹤0.01% 334

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LifeSteps Financial's UBSI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in United Bankshares (UBSI) in Q2 2026: 158 shares worth $7.24K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in UBSI as recently as Q1 2024.

LifeSteps Financial first reported a position in UBSI in Q1 2024 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • LifeSteps Financial held 158 shares of United Bankshares worth $7.24K as of Q2 2026.
  • United Bankshares was a new LifeSteps Financial position in Q2 2026.
  • United Bankshares made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #470 holding.
  • LifeSteps Financial first reported a position in United Bankshares in Q1 2024 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.