O'Shaughnessy Asset Management’s United Bankshares UBSI Stock Holding History

O'Shaughnessy Asset 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	$877K	Sell	19,145 -8,404	-31%	-$368K	﹤0.01%	1321
2026 Q1	$1.14M	Buy	27,549 +8,189	+42%	+$340K	0.01%	1119
2025 Q4	$743K	Sell	19,360 -726	-4%	-$27K	﹤0.01%	1291
2025 Q3	$747K	Buy	20,086 +2,356	+13%	+$87.8K	﹤0.01%	1269
2025 Q2	$646K	Buy	17,730 +1,016	+6%	+$35.7K	﹤0.01%	1248
2025 Q1	$579K	Sell	16,714 -4,952	-23%	-$181K	﹤0.01%	1243
2024 Q4	$814K	Sell	21,666 -38	-0.2%	-$1.5K	0.01%	1052
2024 Q3	$813K	Buy	21,704 +14,675	+209%	+$536K	0.01%	992
2024 Q2	$228K	Sell	7,029 -1,480	-17%	-$48.9K	﹤0.01%	1488
2024 Q1	$305K	Buy	+8,509	New	+$301K	﹤0.01%	1310
2023 Q2	–	Sell	-8,818	Closed	-$310K	–	1579
2023 Q1	$310K	Sell	8,818 -818	-8%	-$32.1K	﹤0.01%	1036
2022 Q4	$390K	Buy	9,636 +125	+1%	+$5.07K	0.01%	874
2022 Q3	$340K	Buy	+9,511	New	+$355K	0.01%	885
2021 Q4	–	Sell	-651	Closed	-$24K	–	2412
2021 Q3	$24K	Buy	651 +624	+2,311%	+$21.8K	﹤0.01%	1894
2021 Q2	$1K	Buy	+27	New	+$1.06K	﹤0.01%	2501
2020 Q1	–	Sell	-470	Closed	-$18K	–	1806
2019 Q4	$18K	Buy	+470	New	+$18.1K	﹤0.01%	1173

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Shaughnessy Asset Management's UBSI Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its United Bankshares (UBSI) stake by 31% in Q2 2026, selling an estimated $368K and leaving 19,145 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

O'Shaughnessy Asset Management first reported a position in UBSI in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.14M in Q1 2026. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

O'Shaughnessy Asset Management held 19,145 shares of United Bankshares worth $877K as of Q2 2026.
O'Shaughnessy Asset Management sold 8,404 United Bankshares shares in Q2 2026, an estimated $368K.
United Bankshares made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1321 holding.
O'Shaughnessy Asset Management first reported a position in United Bankshares in Q4 2019 and has held it in 16 quarters since.
O'Shaughnessy Asset Management's United Bankshares position peaked at $1.14M in Q1 2026.
450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.