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PlanVest Financial’s United Bankshares UBSI Stock Holding History

PlanVest Financial’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 		$461K Sell
10,062
-971
-9% -$42.5K 0.31% 60
2026
Q1 		$457K Buy
+11,033
New +$459K 0.35% 54

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

PlanVest Financial's UBSI Position: Q2 2026 in Review

PlanVest Financial reduced its United Bankshares (UBSI) stake by 8.8% in Q2 2026, selling an estimated $42.5K and leaving 10,062 shares worth $461K. The position accounts for 0.31% of the portfolio, ranked #60.

PlanVest Financial first reported a position in UBSI in Q1 2026 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • PlanVest Financial held 10,062 shares of United Bankshares worth $461K as of Q2 2026.
  • PlanVest Financial sold 971 United Bankshares shares in Q2 2026, an estimated $42.5K.
  • United Bankshares made up 0.31% of PlanVest Financial's portfolio in Q2 2026, its #60 holding.
  • PlanVest Financial first reported a position in United Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.