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LRI Investments’s United Bankshares UBSI Stock Holding History

LRI Investments’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 		$21.3K Buy
464
+8
+2% +$350 ﹤0.01% 742
2026
Q1 		$18.9K Buy
456
+270
+145% +$11.2K ﹤0.01% 712
2025
Q4 		$7.14K Hold
186
– – ﹤0.01% 961
2025
Q3 		$6.92K Hold
186
– – ﹤0.01% 959
2025
Q2 		$6.78K Hold
186
– – ﹤0.01% 932
2025
Q1 		$6.45K Hold
186
– – ﹤0.01% 881
2024
Q4 		$6.98K Sell
186
-21
-10% -$827 ﹤0.01% 849
2024
Q3 		$8.76K Hold
207
– – ﹤0.01% 809
2024
Q2 		$6.71K Buy
+207
New +$6.84K ﹤0.01% 826

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

LRI Investments's UBSI Position: Q2 2026 in Review

LRI Investments increased its United Bankshares (UBSI) stake by 1.8% in Q2 2026, buying an estimated $350 and bringing the position to 464 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

LRI Investments first reported a position in UBSI in Q2 2024 and has held it in 9 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • LRI Investments held 464 shares of United Bankshares worth $21.3K as of Q2 2026.
  • LRI Investments bought 8 United Bankshares shares in Q2 2026, an estimated $350.
  • United Bankshares made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #742 holding.
  • LRI Investments first reported a position in United Bankshares in Q2 2024 and has held it in 9 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.