Merit Financial Group’s United Bankshares UBSI Stock Holding History

Merit Financial 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	$242K	Buy	+5,271	New	+$231K	﹤0.01%	1971

Other funds holding UBSI

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Merit Financial Group's UBSI Position: Q2 2026 in Review

Merit Financial Group opened a new position in United Bankshares (UBSI) in Q2 2026: 5,271 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #1971 among its holdings.

72 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Merit Financial Group held 5,271 shares of United Bankshares worth $242K as of Q2 2026.
United Bankshares was a new Merit Financial Group position in Q2 2026.
United Bankshares made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1971 holding.
72 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.