Raffa Wealth Management’s United Bankshares UBSI Stock Holding History

Raffa Wealth Management’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	$92	Hold	2	–	–	﹤0.01%	1402
2026 Q1	$83	Buy	+2	New	+$83	﹤0.01%	1324
2017 Q1	–	Sell	-32	Closed	-$1.48K	–	833
2016 Q4	$1.48K	Hold	32	–	–	﹤0.01%	328
2016 Q3	$1.21K	Hold	32	–	–	﹤0.01%	368
2016 Q2	$1.2K	Sell	32 -7	-18%	-$264	﹤0.01%	350
2016 Q1	$1.43K	Hold	39	–	–	﹤0.01%	314
2015 Q4	$1.44K	Hold	39	–	–	﹤0.01%	311
2015 Q3	$1.48K	Hold	39	–	–	﹤0.01%	312
2015 Q2	$1.57K	Hold	39	–	–	﹤0.01%	306
2015 Q1	$1.47K	Hold	39	–	–	﹤0.01%	299
2014 Q4	$1.46K	Hold	39	–	–	﹤0.01%	286
2014 Q3	$1.21K	Buy	+39	New	+$1.26K	﹤0.01%	309
2014 Q1	–	Sell	-39	Closed	-$1.46K	–	715
2013 Q4	$1.46K	Buy	+39	New	+$1.19K	﹤0.01%	286

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raffa Wealth Management's UBSI Position: Q2 2026 in Review

Raffa Wealth Management held its United Bankshares (UBSI) position steady in Q2 2026 at 2 shares worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Raffa Wealth Management first reported a position in UBSI in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.57K in Q2 2015. 425 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Raffa Wealth Management held 2 shares of United Bankshares worth $92 as of Q2 2026.
Raffa Wealth Management left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1402 holding.
Raffa Wealth Management first reported a position in United Bankshares in Q4 2013 and has held it in 13 quarters since.
Raffa Wealth Management's United Bankshares position peaked at $1.57K in Q2 2015.
425 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

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