MQS Management’s United Bankshares UBSI Stock Holding History

MQS Management’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 Q1	$211K	Buy	+5,094	New	+$212K	0.14%	328
2025 Q2	–	Sell	-8,550	Closed	-$296K	–	659
2025 Q1	$296K	Buy	+8,550	New	+$313K	0.17%	267
2024 Q3	–	Sell	-10,990	Closed	-$357K	–	659
2024 Q2	$357K	Buy	+10,990	New	+$363K	0.22%	202
2023 Q4	–	Sell	-10,237	Closed	-$282K	–	674
2023 Q3	$282K	Buy	10,237 +2,573	+34%	+$77.5K	0.17%	261
2023 Q2	$227K	Buy	+7,664	New	+$241K	0.15%	309

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MQS Management's UBSI Position: Q1 2026 in Review

MQS Management opened a new position in United Bankshares (UBSI) in Q1 2026: 5,094 shares worth $211K. The stake represents 0.14% of the portfolio and ranks #328 among its holdings. This is a return to the name: MQS Management previously reported a position in UBSI as recently as Q1 2025.

MQS Management first reported a position in UBSI in Q2 2023 and has held it in 5 quarters since. The position peaked at $357K in Q2 2024. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

MQS Management held 5,094 shares of United Bankshares worth $211K as of Q1 2026.
United Bankshares was a new MQS Management position in Q1 2026.
United Bankshares made up 0.14% of MQS Management's portfolio in Q1 2026, its #328 holding.
MQS Management first reported a position in United Bankshares in Q2 2023 and has held it in 5 quarters since.
MQS Management's United Bankshares position peaked at $357K in Q2 2024.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.