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Marathon Strategic Advisors’s United Bankshares UBSI Stock Holding History

Marathon Strategic Advisors’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 		$255K Hold
5,565
– – 0.14% 48
2026
Q1 		$231K Hold
5,565
– – 0.17% 47
2025
Q4 		$214K Hold
5,565
– – 0.16% 48
2025
Q3 		$207K Buy
+5,565
New +$207K 0.17% 49
2024
Q4 		– Sell
-5,565
Closed -$206K – 39
2024
Q3 		$206K Buy
+5,565
New +$203K 0.22% 37

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

Marathon Strategic Advisors's UBSI Position: Q2 2026 in Review

Marathon Strategic Advisors held its United Bankshares (UBSI) position steady in Q2 2026 at 5,565 shares worth $255K. The position accounts for 0.14% of the portfolio, ranked #48.

Marathon Strategic Advisors first reported a position in UBSI in Q3 2024 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Marathon Strategic Advisors held 5,565 shares of United Bankshares worth $255K as of Q2 2026.
  • Marathon Strategic Advisors left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up 0.14% of Marathon Strategic Advisors's portfolio in Q2 2026, its #48 holding.
  • Marathon Strategic Advisors first reported a position in United Bankshares in Q3 2024 and has held it in 5 quarters since.
  • 92 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.