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Patton Albertson Miller Group’s United Bankshares UBSI Stock Holding History

Patton Albertson Miller Group’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 		– Sell
-10,025
Closed -$348K – 223
2025
Q1 		$348K Buy
+10,025
New +$367K 0.05% 170

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

Patton Albertson Miller Group's UBSI Position: Q2 2025 in Review

Patton Albertson Miller Group sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 10,025 shares — an estimated $348K sold.

Patton Albertson Miller Group first reported a position in UBSI in Q1 2025 and held it in 1 quarter. The position peaked at $348K in Q1 2025. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

  • Patton Albertson Miller Group reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
  • Patton Albertson Miller Group sold 10,025 United Bankshares shares in Q2 2025, an estimated $348K.
  • Patton Albertson Miller Group first reported a position in United Bankshares in Q1 2025 and held it in 1 quarter.
  • Patton Albertson Miller Group's United Bankshares position peaked at $348K in Q1 2025.
  • 364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Patton Albertson Miller Group's 13F filing for Q2 2025, filed 17 Jul 2025.