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Regent Peak Wealth Advisors’s United Bankshares UBSI Stock Holding History

Regent Peak Wealth 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
2026
Q2 		$1.86M Sell
40,645
-2,945
-7% -$129K 0.34% 40
2026
Q1 		$1.81M Sell
43,590
-3,592
-8% -$149K 0.37% 39
2025
Q4 		$1.81M Sell
47,182
-3,500
-7% -$130K 0.36% 37
2025
Q3 		$1.89M Buy
+50,682
New +$1.89M 0.38% 35
2025
Q1 		$1.76M Buy
+50,682
New +$1.86M 0.41% 32

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

Regent Peak Wealth Advisors's UBSI Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its United Bankshares (UBSI) stake by 6.8% in Q2 2026, selling an estimated $129K and leaving 40,645 shares worth $1.86M. The position accounts for 0.34% of the portfolio, ranked #40.

Regent Peak Wealth Advisors first reported a position in UBSI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.89M in Q3 2025. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Regent Peak Wealth Advisors held 40,645 shares of United Bankshares worth $1.86M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 2,945 United Bankshares shares in Q2 2026, an estimated $129K.
  • United Bankshares made up 0.34% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Regent Peak Wealth Advisors first reported a position in United Bankshares in Q1 2025 and has held it in 5 quarters since.
  • Regent Peak Wealth Advisors's United Bankshares position peaked at $1.89M in Q3 2025.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.