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Private Wealth Management Group’s United Bankshares UBSI Stock Holding History

Private Wealth Management Group’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 		$9.17K Hold
200
– – ﹤0.01% 608
2026
Q1 		$8.28K Sell
200
-41
-17% -$1.7K ﹤0.01% 588
2025
Q4 		$9.26K Hold
241
– – ﹤0.01% 531
2025
Q3 		$8.97K Hold
241
– – ﹤0.01% 546
2025
Q2 		$8.78K Hold
241
– – ﹤0.01% 531
2025
Q1 		$8.36K Hold
241
– – ﹤0.01% 532
2024
Q4 		$9.05K Hold
241
– – ﹤0.01% 511
2024
Q3 		$8.94K Hold
241
– – ﹤0.01% 490
2024
Q2 		$7.82K Sell
241
-11
-4% -$364 ﹤0.01% 522
2024
Q1 		$9.02K Hold
252
– – ﹤0.01% 437
2023
Q4 		$9.46K Buy
+252
New +$8.01K ﹤0.01% 420

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

Private Wealth Management Group's UBSI Position: Q2 2026 in Review

Private Wealth Management Group held its United Bankshares (UBSI) position steady in Q2 2026 at 200 shares worth $9.17K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Private Wealth Management Group first reported a position in UBSI in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.46K in Q4 2023. 448 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Private Wealth Management Group held 200 shares of United Bankshares worth $9.17K as of Q2 2026.
  • Private Wealth Management Group left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #608 holding.
  • Private Wealth Management Group first reported a position in United Bankshares in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's United Bankshares position peaked at $9.46K in Q4 2023.
  • 448 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.