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Moors & Cabot’s United Bankshares UBSI Stock Holding History

Moors & Cabot’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 		– Sell
-6,065
Closed -$251K – 998
2026
Q1 		$251K Sell
6,065
-7,120
-54% -$296K 0.01% 777
2025
Q4 		$506K Sell
13,185
-9,564
-42% -$356K 0.02% 534
2025
Q3 		$846K Buy
+22,749
New +$848K 0.04% 398
2025
Q2 		– Sell
-22,749
Closed -$789K – 936
2025
Q1 		$789K Hold
22,749
– – 0.04% 374
2024
Q4 		$854K Buy
22,749
+939
+4% +$37K 0.04% 361
2024
Q3 		$809K Hold
21,810
– – 0.04% 383
2024
Q2 		$708K Sell
21,810
-212
-1% -$7.01K 0.04% 386
2024
Q1 		$788K Sell
22,022
-28
-0.1% -$990 0.04% 357
2023
Q4 		$828K Sell
22,050
-37
-0.2% -$1.18K 0.05% 316
2023
Q3 		$609K Buy
22,087
+601
+3% +$18.1K 0.04% 376
2023
Q2 		$637K Sell
21,486
-181
-0.8% -$5.7K 0.04% 375
2023
Q1 		$763K Buy
21,667
+207
+1% +$8.12K 0.05% 317
2022
Q4 		$869K Sell
21,460
-207
-1% -$8.39K 0.06% 295
2022
Q3 		$775K Buy
+21,667
New +$808K 0.06% 297

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

Moors & Cabot's UBSI Position: Q2 2026 in Review

Moors & Cabot sold out of United Bankshares (UBSI) in Q2 2026, closing a stake of 6,065 shares — an estimated $251K sold.

Moors & Cabot first reported a position in UBSI in Q3 2022 and held it in 14 quarters. The position peaked at $869K in Q4 2022. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Moors & Cabot reported no remaining United Bankshares position as of Q2 2026 after selling out during the quarter.
  • Moors & Cabot sold 6,065 United Bankshares shares in Q2 2026, an estimated $251K.
  • Moors & Cabot first reported a position in United Bankshares in Q3 2022 and held it in 14 quarters.
  • Moors & Cabot's United Bankshares position peaked at $869K in Q4 2022.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.