Osaic Holdings
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Osaic Holdings’s United Bankshares UBSI Stock Holding History

Osaic Holdings’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 		$2.39M Buy
52,169
+1,263
+2% +$55.2K ﹤0.01% 2162
2026
Q1 		$2.11M Sell
50,906
-580
-1% -$24.1K ﹤0.01% 2028
2025
Q4 		$1.98M Sell
51,486
-118
-0.2% -$4.39K ﹤0.01% 2103
2025
Q3 		$1.93M Buy
51,604
+959
+2% +$35.8K ﹤0.01% 2204
2025
Q2 		$1.84M Sell
50,645
-3,941
-7% -$138K ﹤0.01% 1973
2025
Q1 		$1.89M Buy
54,586
+39,522
+262% +$1.45M ﹤0.01% 1715
2024
Q4 		$566K Sell
15,064
-2,865
-16% -$113K ﹤0.01% 2678
2024
Q3 		$665K Sell
17,929
-16,572
-48% -$605K ﹤0.01% 2601
2024
Q2 		$1.12M Buy
34,501
+23,643
+218% +$781K ﹤0.01% 2108
2024
Q1 		$389K Sell
10,858
-15,118
-58% -$534K ﹤0.01% 3140
2023
Q4 		$975K Sell
25,976
-1,455
-5% -$46.2K ﹤0.01% 2535
2023
Q3 		$757K Sell
27,431
-1,927
-7% -$58K ﹤0.01% 2883
2023
Q2 		$867K Sell
29,358
-8,962
-23% -$282K ﹤0.01% 2656
2023
Q1 		$1.35M Sell
38,320
-5,631
-13% -$221K ﹤0.01% 2182
2022
Q4 		$1.78M Sell
43,951
-464
-1% -$18.8K ﹤0.01% 1836
2022
Q3 		$1.59M Buy
44,415
+3,346
+8% +$125K ﹤0.01% 1806
2022
Q2 		$1.44M Buy
41,069
+1,652
+4% +$58K ﹤0.01% 1927
2022
Q1 		$1.24M Sell
39,417
-858
-2% -$31.2K ﹤0.01% 2371
2021
Q4 		$1.46M Buy
40,275
+1,129
+3% +$41.6K ﹤0.01% 2056
2021
Q3 		$1.42M Buy
39,146
+10,923
+39% +$382K ﹤0.01% 2026
2021
Q2 		$1.03M Buy
28,223
+1,770
+7% +$69.6K ﹤0.01% 2326
2021
Q1 		$1.02M Buy
26,453
+871
+3% +$31.9K ﹤0.01% 2212
2020
Q4 		$828K Sell
25,582
-6,947
-21% -$196K ﹤0.01% 2205
2020
Q3 		$710K Sell
32,529
-509
-2% -$13.3K ﹤0.01% 2098
2020
Q2 		$914K Buy
33,038
+3,981
+14% +$107K ﹤0.01% 1819
2020
Q1 		$676K Buy
+29,057
New +$912K ﹤0.01% 1827

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

Osaic Holdings's UBSI Position: Q2 2026 in Review

Osaic Holdings increased its United Bankshares (UBSI) stake by 2.5% in Q2 2026, buying an estimated $55.2K and bringing the position to 52,169 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Osaic Holdings first reported a position in UBSI in Q1 2020 and has held it in 26 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Osaic Holdings held 52,169 shares of United Bankshares worth $2.39M as of Q2 2026.
  • Osaic Holdings bought 1,263 United Bankshares shares in Q2 2026, an estimated $55.2K.
  • United Bankshares made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2162 holding.
  • Osaic Holdings first reported a position in United Bankshares in Q1 2020 and has held it in 26 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.