Pathstone Holdings
UBSI icon

Pathstone Holdings’s United Bankshares UBSI Stock Holding History

Pathstone Holdings’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 		$1.06M Buy
23,229
+6,425
+38% +$281K ﹤0.01% 1473
2026
Q1 		$696K Buy
16,804
+648
+4% +$26.9K ﹤0.01% 1590
2025
Q4 		$620K Sell
16,156
-201
-1% -$7.49K ﹤0.01% 1658
2025
Q3 		$609K Buy
16,357
+1,785
+12% +$66.5K ﹤0.01% 1674
2025
Q2 		$531K Sell
14,572
-5,414
-27% -$190K ﹤0.01% 1698
2025
Q1 		$693K Sell
19,986
-792
-4% -$29K ﹤0.01% 1555
2024
Q4 		$780K Buy
20,778
+8,142
+64% +$321K ﹤0.01% 1491
2024
Q3 		$469K Buy
12,636
+4,290
+51% +$157K ﹤0.01% 1755
2024
Q2 		$271K Buy
8,346
+289
+4% +$9.55K ﹤0.01% 1989
2024
Q1 		$288K Buy
8,057
+1,149
+17% +$40.6K ﹤0.01% 1969
2023
Q4 		$259K Buy
+6,908
New +$219K ﹤0.01% 1921

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pathstone Holdings's UBSI Position: Q2 2026 in Review

Pathstone Holdings increased its United Bankshares (UBSI) stake by 38% in Q2 2026, buying an estimated $281K and bringing the position to 23,229 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Pathstone Holdings first reported a position in UBSI in Q4 2023 and has held it in 11 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Pathstone Holdings held 23,229 shares of United Bankshares worth $1.06M as of Q2 2026.
  • Pathstone Holdings bought 6,425 United Bankshares shares in Q2 2026, an estimated $281K.
  • United Bankshares made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1473 holding.
  • Pathstone Holdings first reported a position in United Bankshares in Q4 2023 and has held it in 11 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.