Millstone Evans Group’s United Bankshares UBSI Stock Holding History

Millstone Evans 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	$611K	Hold	13,328	–	–	0.33%	53
2026 Q1	$552K	Hold	13,328	–	–	0.33%	60
2025 Q4	$512K	Hold	13,328	–	–	0.3%	60
2025 Q3	$496K	Hold	13,328	–	–	0.32%	56
2025 Q2	$486K	Hold	13,328	–	–	0.33%	58
2025 Q1	$462K	Sell	13,328 -6,374	-32%	-$234K	0.31%	63
2024 Q4	$740K	Buy	+19,702	New	+$776K	0.5%	40

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Millstone Evans Group's UBSI Position: Q2 2026 in Review

Millstone Evans Group held its United Bankshares (UBSI) position steady in Q2 2026 at 13,328 shares worth $611K. The position accounts for 0.33% of the portfolio, ranked #53.

Millstone Evans Group first reported a position in UBSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $740K in Q4 2024. 360 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Millstone Evans Group held 13,328 shares of United Bankshares worth $611K as of Q2 2026.
Millstone Evans Group left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up 0.33% of Millstone Evans Group's portfolio in Q2 2026, its #53 holding.
Millstone Evans Group first reported a position in United Bankshares in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's United Bankshares position peaked at $740K in Q4 2024.
360 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.