LPL Financial’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.29M | Buy |
71,787
+854
| +1% | +$37.3K | ﹤0.01% | 3211 |
|
|
2026
Q1 | $2.94M | Sell |
70,933
-6,761
| -9% | -$281K | ﹤0.01% | 3149 |
|
|
2025
Q4 | $2.98M | Buy |
77,694
+1,446
| +2% | +$53.8K | ﹤0.01% | 3022 |
|
|
2025
Q3 | $2.84M | Buy |
76,248
+6,714
| +10% | +$250K | ﹤0.01% | 2997 |
|
|
2025
Q2 | $2.53M | Buy |
69,534
+1,102
| +2% | +$38.7K | ﹤0.01% | 2902 |
|
|
2025
Q1 | $2.37M | Sell |
68,432
-325
| -0.5% | -$11.9K | ﹤0.01% | 2789 |
|
|
2024
Q4 | $2.58M | Sell |
68,757
-36,132
| -34% | -$1.42M | ﹤0.01% | 2634 |
|
|
2024
Q3 | $3.89M | Buy |
104,889
+47,034
| +81% | +$1.72M | ﹤0.01% | 2187 |
|
|
2024
Q2 | $1.88M | Buy |
57,855
+11,798
| +26% | +$390K | ﹤0.01% | 2655 |
|
|
2024
Q1 | $1.65M | Sell |
46,057
-1,106
| -2% | -$39.1K | ﹤0.01% | 2710 |
|
|
2023
Q4 | $1.77M | Buy |
47,163
+2,008
| +4% | +$63.8K | ﹤0.01% | 2517 |
|
|
2023
Q3 | $1.25M | Sell |
45,155
-3,062
| -6% | -$92.2K | ﹤0.01% | 2715 |
|
|
2023
Q2 | $1.43M | Buy |
48,217
+21,721
| +82% | +$684K | ﹤0.01% | 2547 |
|
|
2023
Q1 | $933K | Sell |
26,496
-68,794
| -72% | -$2.7M | ﹤0.01% | 2808 |
|
|
2022
Q4 | $3.86M | Buy |
95,290
+321
| +0.3% | +$13K | ﹤0.01% | 1622 |
|
|
2022
Q3 | $3.4M | Buy |
94,969
+7,497
| +9% | +$279K | ﹤0.01% | 1630 |
|
|
2022
Q2 | $3.07M | Buy |
87,472
+1,970
| +2% | +$69.1K | ﹤0.01% | 1711 |
|
|
2022
Q1 | $2.98M | Sell |
85,502
-350
| -0.4% | -$12.7K | ﹤0.01% | 1758 |
|
|
2021
Q4 | $3.12M | Buy |
85,852
+8,971
| +12% | +$330K | ﹤0.01% | 1757 |
|
|
2021
Q3 | $2.8M | Buy |
76,881
+4,926
| +7% | +$172K | ﹤0.01% | 1801 |
|
|
2021
Q2 | $2.63M | Buy |
+71,955
| New | +$2.83M | ﹤0.01% | 1771 |
|
|
2020
Q4 | – | Sell |
-17,795
| Closed | -$382K | – | 3870 |
|
|
2020
Q3 | $382K | Buy |
+17,795
| New | +$463K | ﹤0.01% | 2703 |
|
|
2020
Q1 | – | Sell |
-6,604
| Closed | -$255K | – | 3423 |
|
|
2019
Q4 | $255K | Sell |
6,604
-274
| -4% | -$10.6K | ﹤0.01% | 2908 |
|
|
2019
Q3 | $260K | Sell |
6,878
-1,480
| -18% | -$54.8K | ﹤0.01% | 2794 |
|
|
2019
Q2 | $310K | Buy |
8,358
+435
| +5% | +$16.3K | ﹤0.01% | 2675 |
|
|
2019
Q1 | $287K | Buy |
7,923
+1,354
| +21% | +$48.8K | ﹤0.01% | 2675 |
|
|
2018
Q4 | $204K | Buy |
6,569
+762
| +13% | +$25.7K | ﹤0.01% | 2794 |
|
|
2018
Q3 | $211K | Buy |
5,807
+161
| +3% | +$6.11K | ﹤0.01% | 2965 |
|
|
2018
Q2 | $205K | Buy |
+5,646
| New | +$202K | ﹤0.01% | 2969 |
|
|
2017
Q3 | – | Sell |
-10,471
| Closed | -$410K | – | 2933 |
|
|
2017
Q2 | $410K | Buy |
+10,471
| New | +$416K | ﹤0.01% | 2028 |
|
|
2016
Q4 | – | Sell |
-8,445
| Closed | -$318K | – | 2782 |
|
|
2016
Q3 | $318K | Buy |
8,445
+1,276
| +18% | +$48.8K | ﹤0.01% | 2077 |
|
|
2016
Q2 | $261K | Sell |
7,169
-5,860
| -45% | -$221K | ﹤0.01% | 2179 |
|
|
2016
Q1 | $461K | Sell |
13,029
-2,117
| -14% | -$74.3K | ﹤0.01% | 2212 |
|
|
2015
Q4 | $546K | Buy |
15,146
+7,585
| +100% | +$300K | ﹤0.01% | 2135 |
|
|
2015
Q3 | $288K | Sell |
7,561
-916
| -11% | -$36K | ﹤0.01% | 2227 |
|
|
2015
Q2 | $347K | Sell |
8,477
-1,667
| -16% | -$63.7K | ﹤0.01% | 2190 |
|
|
2015
Q1 | $380K | Sell |
10,144
-23,364
| -70% | -$854K | ﹤0.01% | 2054 |
|
|
2014
Q4 | $1.25M | Sell |
33,508
-629
| -2% | -$21.6K | 0.01% | 1151 |
|
|
2014
Q3 | $1.05M | Buy |
34,137
+7,090
| +26% | +$229K | 0.01% | 1241 |
|
|
2014
Q2 | $874K | Buy |
27,047
+5,041
| +23% | +$153K | 0.01% | 1432 |
|
|
2014
Q1 | $674K | Buy |
22,006
+759
| +4% | +$22.8K | ﹤0.01% | 1520 |
|
|
2013
Q4 | $668K | Buy |
21,247
+1,036
| +5% | +$31.7K | ﹤0.01% | 1525 |
|
|
2013
Q3 | $603K | Buy |
+20,211
| New | +$575K | ﹤0.01% | 1503 |
|
Other funds holding UBSI
LPL Financial's UBSI Position: Q2 2026 in Review
LPL Financial increased its United Bankshares (UBSI) stake by 1.2% in Q2 2026, buying an estimated $37.3K and bringing the position to 71,787 shares worth $3.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3211.
LPL Financial first reported a position in UBSI in Q3 2013 and has held it in 43 quarters since. The position peaked at $3.89M in Q3 2024. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.
- LPL Financial held 71,787 shares of United Bankshares worth $3.29M as of Q2 2026.
- LPL Financial bought 854 United Bankshares shares in Q2 2026, an estimated $37.3K.
- United Bankshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3211 holding.
- LPL Financial first reported a position in United Bankshares in Q3 2013 and has held it in 43 quarters since.
- LPL Financial's United Bankshares position peaked at $3.89M in Q3 2024.
- 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.