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Naples Global Advisors’s United Bankshares UBSI Stock Holding History

Naples Global 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 		$203K Buy
+4,400
New +$192K 0.01% 459
2025
Q4 		– Sell
-5,400
Closed -$203K – 449
2025
Q3 		$203K Buy
+5,400
New +$201K 0.02% 432
2025
Q1 		– Sell
-5,900
Closed -$224K – 408
2024
Q4 		$224K Hold
5,900
– – 0.02% 380
2024
Q3 		$221K Buy
+5,900
New +$215K 0.02% 381
2024
Q2 		– Sell
-5,900
Closed -$213K – 407
2024
Q1 		$213K Hold
5,900
– – 0.02% 387
2023
Q4 		$224K Buy
+5,900
New +$187K 0.02% 378
2023
Q3 		– Sell
-8,950
Closed -$269K – 409
2023
Q2 		$269K Hold
8,950
– – 0.03% 354
2023
Q1 		$318K Sell
8,950
-100
-1% -$3.92K 0.04% 331
2022
Q4 		$370K Sell
9,050
-100
-1% -$4.05K 0.05% 307
2022
Q3 		$331K Sell
9,150
-800
-8% -$29.8K 0.05% 303
2022
Q2 		$353K Sell
9,950
-200
-2% -$7.02K 0.05% 302
2022
Q1 		$354K Hold
10,150
– – 0.04% 317
2021
Q4 		$368K Sell
10,150
-200
-2% -$7.36K 0.04% 317
2021
Q3 		$377K Sell
10,350
-600
-5% -$21K 0.05% 310
2021
Q2 		$400K Hold
10,950
– – 0.06% 296
2021
Q1 		$422K Sell
10,950
-200
-2% -$7.33K 0.06% 277
2020
Q4 		$361K Sell
11,150
-1,000
-8% -$28.2K 0.06% 281
2020
Q3 		$261K Sell
12,150
-1,400
-10% -$36.5K 0.05% 304
2020
Q2 		$375K Sell
13,550
-1,350
-9% -$36.3K 0.08% 246
2020
Q1 		$344K Sell
14,900
-100
-0.7% -$3.14K 0.09% 233
2019
Q4 		$580K Hold
15,000
– – 0.12% 208
2019
Q3 		$568K Hold
15,000
– – 0.13% 201
2019
Q2 		$556K Hold
15,000
– – 0.14% 199
2019
Q1 		$544K Buy
15,000
+850
+6% +$30.7K 0.14% 201
2018
Q4 		$473K Sell
14,150
-600
-4% -$20.3K 0.13% 209
2018
Q3 		$536K Sell
14,750
-550
-4% -$20.9K 0.14% 202
2018
Q2 		$557K Buy
15,300
+1,400
+10% +$50.1K 0.16% 189
2018
Q1 		$490K Buy
+13,900
New +$503K 0.15% 195

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

Naples Global Advisors's UBSI Position: Q2 2026 in Review

Naples Global Advisors opened a new position in United Bankshares (UBSI) in Q2 2026: 4,400 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Naples Global Advisors previously reported a position in UBSI as recently as Q3 2025.

Naples Global Advisors first reported a position in UBSI in Q1 2018 and has held it in 28 quarters since. The position peaked at $580K in Q4 2019. 449 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Naples Global Advisors held 4,400 shares of United Bankshares worth $203K as of Q2 2026.
  • United Bankshares was a new Naples Global Advisors position in Q2 2026.
  • United Bankshares made up 0.01% of Naples Global Advisors's portfolio in Q2 2026, its #459 holding.
  • Naples Global Advisors first reported a position in United Bankshares in Q1 2018 and has held it in 28 quarters since.
  • Naples Global Advisors's United Bankshares position peaked at $580K in Q4 2019.
  • 449 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.