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Principal Securities’s United Bankshares UBSI Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,641
Closed -$98.3K – 3367
2025
Q3 		$98.3K Buy
2,641
+204
+8% +$7.61K ﹤0.01% 1605
2025
Q2 		$88.8K Sell
2,437
-678
-22% -$23.8K ﹤0.01% 1595
2025
Q1 		$117K Hold
3,115
– – ﹤0.01% 1363
2024
Q4 		$117K Buy
3,115
+285
+10% +$11.2K ﹤0.01% 1363
2024
Q3 		$105K Sell
2,830
-46
-2% -$1.68K ﹤0.01% 1374
2024
Q2 		$93.3K Buy
2,876
+96
+3% +$3.17K ﹤0.01% 1358
2024
Q1 		$99.5K Sell
2,780
-963
-26% -$34K ﹤0.01% 1281
2023
Q4 		$141K Buy
+3,743
New +$119K 0.01% 1064

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Securities's UBSI Position: Q4 2025 in Review

Principal Securities sold out of United Bankshares (UBSI) in Q4 2025, closing a stake of 2,641 shares — an estimated $98.3K sold.

Principal Securities first reported a position in UBSI in Q4 2023 and held it in 8 quarters. The position peaked at $141K in Q4 2023. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

  • Principal Securities reported no remaining United Bankshares position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,641 United Bankshares shares in Q4 2025, an estimated $98.3K.
  • Principal Securities first reported a position in United Bankshares in Q4 2023 and held it in 8 quarters.
  • Principal Securities's United Bankshares position peaked at $141K in Q4 2023.
  • 395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.