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&Partners’s United Bankshares UBSI Stock Holding History

&Partners’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 		$643K Buy
15,535
+4,734
+44% +$197K ﹤0.01% 1551
2025
Q4 		$415K Buy
10,801
+4,921
+84% +$183K ﹤0.01% 1737
2025
Q3 		$219K Sell
5,880
-259
-4% -$9.66K ﹤0.01% 1923
2025
Q2 		$224K Buy
+6,139
New +$216K ﹤0.01% 1776

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

&Partners's UBSI Position: Q1 2026 in Review

&Partners increased its United Bankshares (UBSI) stake by 44% in Q1 2026, buying an estimated $197K and bringing the position to 15,535 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

&Partners first reported a position in UBSI in Q2 2025 and has held it in 4 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • &Partners held 15,535 shares of United Bankshares worth $643K as of Q1 2026.
  • &Partners bought 4,734 United Bankshares shares in Q1 2026, an estimated $197K.
  • United Bankshares made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1551 holding.
  • &Partners first reported a position in United Bankshares in Q2 2025 and has held it in 4 quarters since.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.