NC
UBSI icon

NewSquare Capital’s United Bankshares UBSI Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-8
Closed -$291 – 1166
2025
Q2 		$291 Buy
+8
New +$281 ﹤0.01% 1200

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NewSquare Capital's UBSI Position: Q3 2025 in Review

NewSquare Capital sold out of United Bankshares (UBSI) in Q3 2025, closing a stake of 8 shares — an estimated $291 sold.

NewSquare Capital first reported a position in UBSI in Q2 2025 and held it in 1 quarter. The position peaked at $291 in Q2 2025. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

  • NewSquare Capital reported no remaining United Bankshares position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 8 United Bankshares shares in Q3 2025, an estimated $291.
  • NewSquare Capital first reported a position in United Bankshares in Q2 2025 and held it in 1 quarter.
  • NewSquare Capital's United Bankshares position peaked at $291 in Q2 2025.
  • 371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.