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Lynx Investment Advisory’s United Bankshares UBSI Stock Holding History

Lynx Investment Advisory’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 		$476K Buy
10,381
+57
+0.6% +$2.49K 0.16% 145
2026
Q1 		$428K Buy
10,324
+146
+1% +$6.07K 0.2% 110
2025
Q4 		$391K Sell
10,178
-65
-0.6% -$2.42K 0.21% 109
2025
Q3 		$381K Sell
10,243
-427
-4% -$15.9K 0.23% 92
2025
Q2 		$389K Buy
10,670
+356
+3% +$12.5K 0.25% 89
2025
Q1 		$358K Sell
10,314
-2,204
-18% -$80.7K 0.24% 87
2024
Q4 		$470K Buy
12,518
+11
+0.1% +$433 0.32% 72
2024
Q3 		$464K Buy
12,507
+12
+0.1% +$438 0.33% 71
2024
Q2 		$405K Buy
+12,495
New +$413K 0.3% 70

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

Lynx Investment Advisory's UBSI Position: Q2 2026 in Review

Lynx Investment Advisory increased its United Bankshares (UBSI) stake by 0.55% in Q2 2026, buying an estimated $2.49K and bringing the position to 10,381 shares worth $476K. The position accounts for 0.16% of the portfolio, ranked #145.

Lynx Investment Advisory first reported a position in UBSI in Q2 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Lynx Investment Advisory held 10,381 shares of United Bankshares worth $476K as of Q2 2026.
  • Lynx Investment Advisory bought 57 United Bankshares shares in Q2 2026, an estimated $2.49K.
  • United Bankshares made up 0.16% of Lynx Investment Advisory's portfolio in Q2 2026, its #145 holding.
  • Lynx Investment Advisory first reported a position in United Bankshares in Q2 2024 and has held it in 9 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.