Private Trust Company’s United Bankshares UBSI Stock Holding History

Private Trust Company’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	$39.3K	Hold	857	–	–	﹤0.01%	1497
2026 Q1	$35.5K	Hold	857	–	–	﹤0.01%	1448
2025 Q4	$32.9K	Hold	857	–	–	﹤0.01%	1440
2025 Q3	$31.9K	Hold	857	–	–	﹤0.01%	1445
2025 Q2	$31.2K	Hold	857	–	–	﹤0.01%	1392
2025 Q1	$29.7K	Hold	857	–	–	﹤0.01%	1399
2024 Q4	$32.2K	Hold	857	–	–	﹤0.01%	1328
2024 Q3	$31.8K	Hold	857	–	–	﹤0.01%	1302
2024 Q2	$27.8K	Sell	857 -1,055	-55%	-$34.9K	﹤0.01%	1327
2024 Q1	$68.4K	Hold	1,912	–	–	0.01%	1001
2023 Q4	$71.8K	Hold	1,912	–	–	0.01%	945
2023 Q3	$52.8K	Sell	1,912 -95	-5%	-$2.86K	0.01%	990
2023 Q2	$59.6K	Hold	2,007	–	–	0.01%	968
2023 Q1	$70.7K	Hold	2,007	–	–	0.01%	886
2022 Q4	$81K	Sell	2,007 -34	-2%	-$1.38K	0.01%	804
2022 Q3	$73K	Buy	2,041 +1,866	+1,066%	+$69.6K	0.01%	773
2022 Q2	$6K	Buy	+175	New	+$6.14K	﹤0.01%	1711
2014 Q4	–	Sell	-113	Closed	-$3K	–	1127
2014 Q3	$3K	Sell	113 -3	-3%	-$97	﹤0.01%	1500
2014 Q2	$4K	Hold	116	–	–	﹤0.01%	1398
2014 Q1	$4K	Sell	116 -11	-9%	-$330	﹤0.01%	1272
2013 Q4	$4K	Hold	127	–	–	﹤0.01%	1255
2013 Q3	$4K	Buy	127 +34	+37%	+$967	﹤0.01%	1217
2013 Q2	$2K	Buy	+93	New	+$2.4K	﹤0.01%	1383

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Private Trust Company's UBSI Position: Q2 2026 in Review

Private Trust Company held its United Bankshares (UBSI) position steady in Q2 2026 at 857 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Private Trust Company first reported a position in UBSI in Q2 2013 and has held it in 23 quarters since. The position peaked at $81K in Q4 2022. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Private Trust Company held 857 shares of United Bankshares worth $39.3K as of Q2 2026.
Private Trust Company left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1497 holding.
Private Trust Company first reported a position in United Bankshares in Q2 2013 and has held it in 23 quarters since.
Private Trust Company's United Bankshares position peaked at $81K in Q4 2022.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.