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Parkworth Wealth Management’s United Bankshares UBSI Stock Holding History

Parkworth Wealth 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
2025
Q2 		$146 Hold
4
– – ﹤0.01% 1037
2025
Q1 		$139 Hold
4
– – ﹤0.01% 841
2024
Q4 		$150 Buy
+4
New +$157 ﹤0.01% 859

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parkworth Wealth Management's UBSI Position: Q2 2025 in Review

Parkworth Wealth Management held its United Bankshares (UBSI) position steady in Q2 2025 at 4 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Parkworth Wealth Management first reported a position in UBSI in Q4 2024 and has held it in 3 quarters since. The position peaked at $150 in Q4 2024. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

  • Parkworth Wealth Management held 4 shares of United Bankshares worth $146 as of Q2 2025.
  • Parkworth Wealth Management left its United Bankshares share count unchanged in Q2 2025.
  • United Bankshares made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1037 holding.
  • Parkworth Wealth Management first reported a position in United Bankshares in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's United Bankshares position peaked at $150 in Q4 2024.
  • 364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.