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Mutual Advisors’s United Bankshares UBSI Stock Holding History

Mutual Advisors’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 		$292K Hold
6,361
– – 0.01% 1185
2026
Q1 		$263K Sell
6,361
-684
-10% -$28.4K 0.01% 1171
2025
Q4 		$271K Hold
7,045
– – 0.01% 1127
2025
Q3 		$248K Hold
7,045
– – 0.01% 1135
2025
Q2 		$255K Buy
7,045
+16
+0.2% +$562 0.01% 1037
2025
Q1 		$240K Buy
7,029
+11
+0.2% +$403 0.01% 971
2024
Q4 		$267K Hold
7,018
– – 0.01% 924
2024
Q3 		$261K Hold
7,018
– – 0.01% 958
2024
Q2 		$271K Buy
+7,018
New +$232K 0.01% 928

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

Mutual Advisors's UBSI Position: Q2 2026 in Review

Mutual Advisors held its United Bankshares (UBSI) position steady in Q2 2026 at 6,361 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #1185.

Mutual Advisors first reported a position in UBSI in Q2 2024 and has held it in 9 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Mutual Advisors held 6,361 shares of United Bankshares worth $292K as of Q2 2026.
  • Mutual Advisors left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1185 holding.
  • Mutual Advisors first reported a position in United Bankshares in Q2 2024 and has held it in 9 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.