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Natural Investments’s United Bankshares UBSI Stock Holding History

Natural Investments’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 		$310K Hold
6,780
– – 0.07% 225
2026
Q1 		$280K Hold
6,780
– – 0.07% 225
2025
Q4 		$260K Hold
6,780
– – 0.06% 233
2025
Q3 		$252K Hold
6,780
– – 0.06% 201
2025
Q2 		$246K Buy
6,780
+44
+0.7% +$1.54K 0.06% 224
2025
Q1 		$233K Sell
6,736
-1,365
-17% -$50K 0.07% 215
2024
Q4 		$304K Buy
+8,101
New +$319K 0.08% 189

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
UBV
United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Natural Investments's UBSI Position: Q2 2026 in Review

Natural Investments held its United Bankshares (UBSI) position steady in Q2 2026 at 6,780 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #225.

Natural Investments first reported a position in UBSI in Q4 2024 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Natural Investments held 6,780 shares of United Bankshares worth $310K as of Q2 2026.
  • Natural Investments left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up 0.07% of Natural Investments's portfolio in Q2 2026, its #225 holding.
  • Natural Investments first reported a position in United Bankshares in Q4 2024 and has held it in 7 quarters since.
  • 223 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.