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Pinnacle Wealth Planning Services’s United Bankshares UBSI Stock Holding History

Pinnacle Wealth Planning Services’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 		$20.7K Hold
451
– – ﹤0.01% 1767
2026
Q1 		$18.7K Sell
451
-132
-23% -$5.49K ﹤0.01% 1725
2025
Q4 		$22.4K Buy
+583
New +$21.7K ﹤0.01% 1662
2021
Q1 		– Sell
-97
Closed -$3K – 1838
2020
Q4 		$3K Buy
+97
New +$2.74K ﹤0.01% 1868

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

Pinnacle Wealth Planning Services's UBSI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its United Bankshares (UBSI) position steady in Q2 2026 at 451 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Pinnacle Wealth Planning Services first reported a position in UBSI in Q4 2020 and has held it in 4 quarters since. The position peaked at $22.4K in Q4 2025. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 451 shares of United Bankshares worth $20.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1767 holding.
  • Pinnacle Wealth Planning Services first reported a position in United Bankshares in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's United Bankshares position peaked at $22.4K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.