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Mather Group’s United Bankshares UBSI Stock Holding History

Mather Group’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 		$12K Hold
261
– – ﹤0.01% 1459
2026
Q1 		$10.8K Buy
+261
New +$10.8K ﹤0.01% 1430
2025
Q4 		– Sell
-261
Closed -$9.71K – 1582
2025
Q3 		$9.71K Buy
+261
New +$9.73K ﹤0.01% 1276
2025
Q2 		– Sell
-310
Closed -$10.7K – 1649
2025
Q1 		$10.7K Sell
310
-104
-25% -$3.81K ﹤0.01% 1239
2024
Q4 		$15.5K Buy
414
+338
+445% +$13.3K ﹤0.01% 1134
2024
Q3 		$2.82K Buy
76
+12
+19% +$438 ﹤0.01% 1416
2024
Q2 		$2.29K Hold
64
– – ﹤0.01% 1853
2024
Q1 		$2.4K Buy
+64
New +$2.26K ﹤0.01% 1509

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

Mather Group's UBSI Position: Q2 2026 in Review

Mather Group held its United Bankshares (UBSI) position steady in Q2 2026 at 261 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Mather Group first reported a position in UBSI in Q1 2024 and has held it in 8 quarters since. The position peaked at $15.5K in Q4 2024. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Mather Group held 261 shares of United Bankshares worth $12K as of Q2 2026.
  • Mather Group left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1459 holding.
  • Mather Group first reported a position in United Bankshares in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's United Bankshares position peaked at $15.5K in Q4 2024.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.