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Planning Strategies’s United Bankshares UBSI Stock Holding History

Planning Strategies’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 		$504 Buy
+11
New +$481 ﹤0.01% 856

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Planning Strategies's UBSI Position: Q2 2026 in Review

Planning Strategies opened a new position in United Bankshares (UBSI) in Q2 2026: 11 shares worth $504. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings.

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

  • Planning Strategies held 11 shares of United Bankshares worth $504 as of Q2 2026.
  • United Bankshares was a new Planning Strategies position in Q2 2026.
  • United Bankshares made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #856 holding.
  • 425 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.