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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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. 56 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.
56 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.