MV Capital Management’s United Bankshares UBSI Stock Holding History

MV Capital 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 Q2	$15.9K	Hold	346	–	–	﹤0.01%	486
2026 Q1	$14.3K	Buy	346 +3	+0.9%	+$125	﹤0.01%	483
2025 Q4	$13.2K	Hold	343	–	–	﹤0.01%	491
2025 Q3	$12.8K	Hold	343	–	–	﹤0.01%	486
2025 Q2	$12.5K	Buy	343 +3	+0.9%	+$105	﹤0.01%	496
2025 Q1	$11.8K	Sell	340 -2	-0.6%	-$73	﹤0.01%	498
2024 Q4	$12.8K	Hold	342	–	–	﹤0.01%	483
2024 Q3	$12.7K	Buy	342 +2	+0.6%	+$73	﹤0.01%	499
2024 Q2	$11K	Hold	340	–	–	﹤0.01%	505
2024 Q1	$12.2K	Hold	340	–	–	﹤0.01%	499
2023 Q4	$12.8K	Hold	340	–	–	﹤0.01%	491
2023 Q3	$9.38K	Hold	340	–	–	﹤0.01%	512
2023 Q2	$10.1K	Hold	340	–	–	﹤0.01%	513
2023 Q1	$12K	Hold	340	–	–	﹤0.01%	480
2022 Q4	$13.8K	Hold	340	–	–	﹤0.01%	411
2022 Q3	$12K	Hold	340	–	–	﹤0.01%	425
2022 Q2	$12K	Hold	340	–	–	﹤0.01%	408
2022 Q1	$12K	Hold	340	–	–	﹤0.01%	431
2021 Q4	$12K	Hold	340	–	–	﹤0.01%	415
2021 Q3	$12K	Hold	340	–	–	﹤0.01%	397
2021 Q2	$12K	Hold	340	–	–	﹤0.01%	341
2021 Q1	$13K	Hold	340	–	–	﹤0.01%	235
2020 Q4	$11K	Buy	+340	New	+$9.6K	﹤0.01%	239

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

MV Capital Management's UBSI Position: Q2 2026 in Review

MV Capital Management held its United Bankshares (UBSI) position steady in Q2 2026 at 346 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

MV Capital Management first reported a position in UBSI in Q4 2020 and has held it in 23 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

MV Capital Management held 346 shares of United Bankshares worth $15.9K as of Q2 2026.
MV Capital Management left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #486 holding.
MV Capital Management first reported a position in United Bankshares in Q4 2020 and has held it in 23 quarters since.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.