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Navigoe Wealth Management’s United Bankshares UBSI Stock Holding History

Navigoe Wealth 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 		$0 Buy
+9
New +$394 ﹤0.01% 1134

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

Navigoe Wealth Management's UBSI Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in United Bankshares (UBSI) in Q2 2026: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings.

447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Navigoe Wealth Management held 9 shares of United Bankshares worth $0 as of Q2 2026.
  • United Bankshares was a new Navigoe Wealth Management position in Q2 2026.
  • United Bankshares made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1134 holding.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.