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UBSI icon

Natixis’s United Bankshares UBSI Stock Holding History

Natixis’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 		– Sell
-11,100
Closed -$426K – 1334
2025
Q4 		$426K Buy
+11,100
New +$413K ﹤0.01% 867
2021
Q2 		– Sell
-14,800
Closed -$571K – 1062
2021
Q1 		$571K Hold
14,800
– – ﹤0.01% 919
2020
Q4 		$480K Buy
+14,800
New +$418K ﹤0.01% 903
2018
Q1 		– Sell
-7,510
Closed -$261K – 976
2017
Q4 		$261K Sell
7,510
-12,103
-62% -$436K ﹤0.01% 718
2017
Q3 		$729K Buy
19,613
+12,800
+188% +$450K 0.01% 574
2017
Q2 		$267K Buy
6,813
+1,699
+33% +$67.4K ﹤0.01% 679
2017
Q1 		$216K Sell
5,114
-598
-10% -$26.3K ﹤0.01% 858
2016
Q4 		$264K Buy
+5,712
New +$242K ﹤0.01% 691

Other funds holding UBSI

BlackRock
BlackRock New York $5.7T 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