NorthStar Asset Management (Pennsylvania)’s United Bankshares UBSI Stock Holding History

NorthStar Asset Management (Pennsylvania)’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 Q4	–	Sell	-6,243	Closed	-$232K	–	144
2025 Q3	$232K	Sell	6,243 -2,389	-28%	-$89.1K	0.05%	133
2025 Q2	$314K	Sell	8,632 -1,436	-14%	-$50.4K	0.07%	121
2025 Q1	$349K	Hold	10,068	–	–	0.08%	118
2024 Q4	$378K	Sell	10,068 -4,000	-28%	-$157K	0.09%	113
2024 Q3	$522K	Hold	14,068	–	–	0.12%	91
2024 Q2	$456K	Sell	14,068 -3,200	-19%	-$106K	0.11%	97
2024 Q1	$618K	Hold	17,268	–	–	0.15%	85
2023 Q4	$648K	Hold	17,268	–	–	0.17%	83
2023 Q3	$476K	Hold	17,268	–	–	0.14%	90
2023 Q2	$512K	Hold	17,268	–	–	0.14%	88
2023 Q1	$608K	Hold	17,268	–	–	0.18%	81
2022 Q4	$699K	Hold	17,268	–	–	0.22%	75
2022 Q3	$617K	Hold	17,268	–	–	0.21%	75
2022 Q2	$606K	Hold	17,268	–	–	0.19%	81
2022 Q1	$602K	Hold	17,268	–	–	0.15%	89
2021 Q4	$626K	Hold	17,268	–	–	0.15%	89
2021 Q3	$628K	Hold	17,268	–	–	0.16%	86
2021 Q2	$630K	Buy	17,268 +10	+0.1%	+$393	0.17%	86
2021 Q1	$666K	Hold	17,258	–	–	0.19%	81
2020 Q4	$559K	Hold	17,258	–	–	0.16%	85
2020 Q3	$371K	Hold	17,258	–	–	0.12%	95
2020 Q2	$477K	Sell	17,258 -589	-3%	-$15.8K	0.17%	83
2020 Q1	$412K	Hold	17,847	–	–	0.19%	81
2019 Q4	$690K	Hold	17,847	–	–	0.26%	71
2019 Q3	$676K	Buy	17,847 +589	+3%	+$21.8K	0.26%	71
2019 Q2	$640K	Hold	17,258	–	–	0.25%	70
2019 Q1	$625K	Hold	17,258	–	–	0.25%	72
2018 Q4	$537K	Hold	17,258	–	–	0.25%	73
2018 Q3	$627K	Hold	17,258	–	–	0.24%	74
2018 Q2	$628K	Hold	17,258	–	–	0.26%	74
2018 Q1	$608K	Hold	17,258	–	–	0.26%	76
2017 Q4	$600K	Hold	17,258	–	–	0.25%	75
2017 Q3	$641K	Hold	17,258	–	–	0.28%	76
2017 Q2	$677K	Buy	17,258 +7,100	+70%	+$282K	0.3%	73
2017 Q1	$429K	Hold	10,158	–	–	0.19%	86
2016 Q4	$470K	Hold	10,158	–	–	0.21%	82
2016 Q3	$383K	Hold	10,158	–	–	0.16%	92
2016 Q2	$381K	Hold	10,158	–	–	0.16%	91
2016 Q1	$373K	Hold	10,158	–	–	0.16%	90
2015 Q4	$376K	Hold	10,158	–	–	0.16%	83
2015 Q3	$386K	Hold	10,158	–	–	0.17%	82
2015 Q2	$409K	Hold	10,158	–	–	0.17%	82
2015 Q1	$382K	Hold	10,158	–	–	0.16%	85
2014 Q4	$380K	Hold	10,158	–	–	0.16%	84
2014 Q3	$314K	Hold	10,158	–	–	0.14%	87
2014 Q2	$328K	Hold	10,158	–	–	0.14%	87
2014 Q1	$311K	Hold	10,158	–	–	0.14%	82
2013 Q4	$319K	Hold	10,158	–	–	0.15%	75
2013 Q3	$294K	Buy	+10,158	New	+$289K	0.15%	74

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s UBSI Position: Q4 2025 in Review

NorthStar Asset Management (Pennsylvania) sold out of United Bankshares (UBSI) in Q4 2025, closing a stake of 6,243 shares — an estimated $232K sold.

NorthStar Asset Management (Pennsylvania) first reported a position in UBSI in Q3 2013 and held it in 49 quarters. The position peaked at $699K in Q4 2022. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

NorthStar Asset Management (Pennsylvania) reported no remaining United Bankshares position as of Q4 2025 after selling out during the quarter.
NorthStar Asset Management (Pennsylvania) sold 6,243 United Bankshares shares in Q4 2025, an estimated $232K.
NorthStar Asset Management (Pennsylvania) first reported a position in United Bankshares in Q3 2013 and held it in 49 quarters.
NorthStar Asset Management (Pennsylvania)'s United Bankshares position peaked at $699K in Q4 2022.
395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q4 2025, filed 27 Jan 2026.