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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lynx Investment Advisory's UBSI Position: Q1 2026 in Review

Lynx Investment Advisory increased its United Bankshares (UBSI) stake by 1.4% in Q1 2026, buying an estimated $6.07K and bringing the position to 10,324 shares worth $428K. The position accounts for 0.2% of the portfolio, ranked #110.

Lynx Investment Advisory first reported a position in UBSI in Q2 2024 and has held it in 8 quarters since. The position peaked at $470K in Q4 2024. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Lynx Investment Advisory held 10,324 shares of United Bankshares worth $428K as of Q1 2026.
Lynx Investment Advisory bought 146 United Bankshares shares in Q1 2026, an estimated $6.07K.
United Bankshares made up 0.2% of Lynx Investment Advisory's portfolio in Q1 2026, its #110 holding.
Lynx Investment Advisory first reported a position in United Bankshares in Q2 2024 and has held it in 8 quarters since.
Lynx Investment Advisory's United Bankshares position peaked at $470K in Q4 2024.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.