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Peak Retirement Planning’s United Bankshares UBSI Stock Holding History

Peak Retirement Planning’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 		$209K Buy
+4,563
New +$200K 0.03% 178

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

Peak Retirement Planning's UBSI Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in United Bankshares (UBSI) in Q2 2026: 4,563 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings.

446 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Peak Retirement Planning held 4,563 shares of United Bankshares worth $209K as of Q2 2026.
  • United Bankshares was a new Peak Retirement Planning position in Q2 2026.
  • United Bankshares made up 0.03% of Peak Retirement Planning's portfolio in Q2 2026, its #178 holding.
  • 446 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.