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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mutual Advisors's UBSI Position: Q1 2026 in Review

Mutual Advisors reduced its United Bankshares (UBSI) stake by 9.7% in Q1 2026, selling an estimated $28.4K and leaving 6,361 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1171.

Mutual Advisors first reported a position in UBSI in Q2 2024 and has held it in 8 quarters since. The position peaked at $271K in Q2 2024. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Mutual Advisors held 6,361 shares of United Bankshares worth $263K as of Q1 2026.
  • Mutual Advisors sold 684 United Bankshares shares in Q1 2026, an estimated $28.4K.
  • United Bankshares made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1171 holding.
  • Mutual Advisors first reported a position in United Bankshares in Q2 2024 and has held it in 8 quarters since.
  • Mutual Advisors's United Bankshares position peaked at $271K in Q2 2024.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.