PSI Advisors’s United Bankshares UBSI Stock Holding History

PSI Advisors’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 Q2	–	Sell	-151	Closed	-$5.24K	–	645
2025 Q1	$5.24K	Hold	151	–	–	﹤0.01%	526
2024 Q4	$5.67K	Sell	151 -217	-59%	-$8.54K	﹤0.01%	612
2024 Q3	$13.7K	Hold	368	–	–	﹤0.01%	488
2024 Q2	$11.9K	Sell	368 -388	-51%	-$12.8K	﹤0.01%	486
2024 Q1	$27.1K	Hold	756	–	–	0.01%	340
2023 Q4	$28.4K	Hold	756	–	–	0.01%	351
2023 Q3	$20.9K	Hold	756	–	–	0.01%	378
2023 Q2	$22.4K	Hold	756	–	–	0.01%	373
2023 Q1	$26.6K	Sell	756 -95	-11%	-$3.73K	0.01%	295
2022 Q4	$34.5K	Hold	851	–	–	0.02%	260
2022 Q3	$30K	Hold	851	–	–	0.02%	283
2022 Q2	$30K	Hold	851	–	–	0.01%	304
2022 Q1	$30K	Hold	851	–	–	0.01%	319
2021 Q4	$31K	Sell	851 -787	-48%	-$29K	0.01%	330
2021 Q3	$60K	Buy	+1,638	New	+$57.3K	0.03%	260
2020 Q1	–	Sell	-1,887	Closed	-$72K	–	549
2019 Q4	$72K	Buy	+1,887	New	+$72.8K	0.05%	227

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return