Raymond James Financial
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Raymond James Financial’s United Bankshares UBSI Stock Holding History

Raymond James Financial’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 		$11.9M Sell
259,447
-4,448
-2% -$195K ﹤0.01% 2008
2026
Q1 		$10.9M Sell
263,895
-2,374
-0.9% -$98.7K ﹤0.01% 1943
2025
Q4 		$10.2M Buy
266,269
+1,955
+0.7% +$72.8K ﹤0.01% 1943
2025
Q3 		$9.84M Sell
264,314
-2,323
-0.9% -$86.6K ﹤0.01% 1931
2025
Q2 		$9.71M Sell
266,637
-123,134
-32% -$4.32M ﹤0.01% 1892
2025
Q1 		$13.5M Sell
389,771
-8,296
-2% -$304K 0.01% 1579
2024
Q4 		$14.9M Buy
+398,067
New +$15.7M 0.01% 1519

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Raymond James Financial's UBSI Position: Q2 2026 in Review

Raymond James Financial reduced its United Bankshares (UBSI) stake by 1.7% in Q2 2026, selling an estimated $195K and leaving 259,447 shares worth $11.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Raymond James Financial first reported a position in UBSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.9M in Q4 2024. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Raymond James Financial held 259,447 shares of United Bankshares worth $11.9M as of Q2 2026.
  • Raymond James Financial sold 4,448 United Bankshares shares in Q2 2026, an estimated $195K.
  • United Bankshares made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2008 holding.
  • Raymond James Financial first reported a position in United Bankshares in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's United Bankshares position peaked at $14.9M in Q4 2024.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.