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Papamarkou Wellner Asset Management’s United Bankshares UBSI Stock Holding History

Papamarkou Wellner 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
Q1 		$961K Hold
23,198
– – 0.59% 40
2025
Q4 		$891K Hold
23,198
– – 0.54% 40
2025
Q3 		$863K Hold
23,198
– – 0.53% 44
2025
Q2 		$845K Hold
23,198
– – 0.56% 45
2025
Q1 		$804K Hold
23,198
– – 0.56% 46
2024
Q4 		$871K Buy
+23,198
New +$913K 0.6% 45

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Papamarkou Wellner Asset Management's UBSI Position: Q1 2026 in Review

Papamarkou Wellner Asset Management held its United Bankshares (UBSI) position steady in Q1 2026 at 23,198 shares worth $961K. The position accounts for 0.59% of the portfolio, ranked #40.

Papamarkou Wellner Asset Management first reported a position in UBSI in Q4 2024 and has held it in 6 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Papamarkou Wellner Asset Management held 23,198 shares of United Bankshares worth $961K as of Q1 2026.
  • Papamarkou Wellner Asset Management left its United Bankshares share count unchanged in Q1 2026.
  • United Bankshares made up 0.59% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #40 holding.
  • Papamarkou Wellner Asset Management first reported a position in United Bankshares in Q4 2024 and has held it in 6 quarters since.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.