Parkside Financial Bank & Trust’s United Bankshares UBSI Stock Holding History

Parkside Financial Bank & Trust’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	$4.85K	Hold	117	–	–	﹤0.01%	1835
2025 Q4	$4.49K	Buy	117 +87	+290%	+$3.24K	﹤0.01%	1838
2025 Q3	$1.12K	Buy	30 +15	+100%	+$559	﹤0.01%	2239
2025 Q2	$547	Sell	15 -30	-67%	-$1.05K	﹤0.01%	2501
2025 Q1	$1.56K	Buy	+45	New	+$1.65K	﹤0.01%	1960
2022 Q1	–	Sell	-222	Closed	-$8K	–	1940
2021 Q4	$8K	Buy	+222	New	+$8.17K	﹤0.01%	1128
2019 Q2	–	Sell	-43	Closed	-$2K	–	1674
2019 Q1	$2K	Sell	43 -40	-48%	-$1.44K	﹤0.01%	1213
2018 Q4	$3K	Hold	83	–	–	﹤0.01%	1011
2018 Q3	$3K	Hold	83	–	–	﹤0.01%	1015
2018 Q2	$3K	Sell	83 -35	-30%	-$1.25K	﹤0.01%	992
2018 Q1	$4K	Hold	118	–	–	﹤0.01%	906
2017 Q4	$4K	Sell	118 -33	-22%	-$1.19K	﹤0.01%	904
2017 Q3	$6K	Sell	151 -43	-22%	-$1.51K	﹤0.01%	829
2017 Q2	$8K	Sell	194 -68	-26%	-$2.7K	﹤0.01%	792
2017 Q1	$11K	Sell	262 -9	-3%	-$396	﹤0.01%	687
2016 Q4	$13K	Buy	271 +34	+14%	+$1.44K	0.01%	638
2016 Q3	$9K	Hold	237	–	–	﹤0.01%	753
2016 Q2	$9K	Hold	237	–	–	﹤0.01%	717
2016 Q1	$9K	Hold	237	–	–	﹤0.01%	695
2015 Q4	$9K	Hold	237	–	–	﹤0.01%	683
2015 Q3	$9K	Buy	+237	New	+$9.3K	0.01%	675

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Parkside Financial Bank & Trust's UBSI Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its United Bankshares (UBSI) position steady in Q1 2026 at 117 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Parkside Financial Bank & Trust first reported a position in UBSI in Q3 2015 and has held it in 21 quarters since. The position peaked at $13K in Q4 2016. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Parkside Financial Bank & Trust held 117 shares of United Bankshares worth $4.85K as of Q1 2026.
Parkside Financial Bank & Trust left its United Bankshares share count unchanged in Q1 2026.
United Bankshares made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #1835 holding.
Parkside Financial Bank & Trust first reported a position in United Bankshares in Q3 2015 and has held it in 21 quarters since.
Parkside Financial Bank & Trust's United Bankshares position peaked at $13K in Q4 2016.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.