PFS
UBSI icon

Prospera Financial Services’s United Bankshares UBSI Stock Holding History

Prospera Financial Services’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 		$249K Sell
5,443
-1,118
-17% -$48.9K ﹤0.01% 1313
2026
Q1 		$272K Sell
6,561
-4,271
-39% -$178K ﹤0.01% 1238
2025
Q4 		$416K Sell
10,832
-8,299
-43% -$309K 0.01% 1004
2025
Q3 		$712K Sell
19,131
-186
-1% -$6.93K 0.01% 811
2025
Q2 		$704K Buy
19,317
+7
+0% +$246 0.01% 781
2025
Q1 		$669K Buy
19,310
+6
+0% +$220 0.02% 680
2024
Q4 		$725K Buy
19,304
+6
+0% +$236 0.02% 633
2024
Q3 		$716K Buy
19,298
+8
+0% +$292 0.02% 610
2024
Q2 		$626K Sell
19,290
-447
-2% -$14.8K 0.02% 634
2024
Q1 		$706K Buy
19,737
+698
+4% +$24.7K 0.02% 595
2023
Q4 		$715K Sell
19,039
-233
-1% -$7.4K 0.02% 555
2023
Q3 		$532K Buy
19,272
+4,839
+34% +$146K 0.02% 594
2023
Q2 		$428K Buy
14,433
+200
+1% +$6.3K 0.02% 665
2023
Q1 		$501K Sell
14,233
-35
-0.2% -$1.37K 0.02% 611
2022
Q4 		$578K Buy
14,268
+729
+5% +$29.5K 0.03% 499
2022
Q3 		$484K Buy
13,539
+4,883
+56% +$182K 0.03% 531
2022
Q2 		$304K Sell
8,656
-5,058
-37% -$177K 0.02% 630
2022
Q1 		$478K Sell
13,714
-372
-3% -$13.5K 0.02% 611
2021
Q4 		$511K Sell
14,086
-433
-3% -$15.9K 0.02% 564
2021
Q3 		$528K Sell
14,519
-211
-1% -$7.38K 0.03% 523
2021
Q2 		$537K Sell
14,730
-370
-2% -$14.5K 0.03% 517
2021
Q1 		$582K Sell
15,100
-81
-0.5% -$2.97K 0.03% 451
2020
Q4 		$492K Buy
+15,181
New +$429K 0.03% 424
2020
Q3 		– Sell
-15,356
Closed -$425K – 1700
2020
Q2 		$425K Buy
+15,356
New +$412K 0.04% 384

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

Prospera Financial Services's UBSI Position: Q2 2026 in Review

Prospera Financial Services reduced its United Bankshares (UBSI) stake by 17% in Q2 2026, selling an estimated $48.9K and leaving 5,443 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Prospera Financial Services first reported a position in UBSI in Q2 2020 and has held it in 24 quarters since. The position peaked at $725K in Q4 2024. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Prospera Financial Services held 5,443 shares of United Bankshares worth $249K as of Q2 2026.
  • Prospera Financial Services sold 1,118 United Bankshares shares in Q2 2026, an estimated $48.9K.
  • United Bankshares made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1313 holding.
  • Prospera Financial Services first reported a position in United Bankshares in Q2 2020 and has held it in 24 quarters since.
  • Prospera Financial Services's United Bankshares position peaked at $725K in Q4 2024.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.