Rise Advisors’s United Bankshares UBSI Stock Holding History

Rise 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 Q4	–	Sell	-564	Closed	-$21K	–	1337
2025 Q3	$21K	Hold	564	–	–	0.01%	545
2025 Q2	$20.5K	Hold	564	–	–	0.01%	524
2025 Q1	$19.6K	Buy	+564	New	+$20.7K	0.01%	509

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Rise Advisors's UBSI Position: Q4 2025 in Review

Rise Advisors sold out of United Bankshares (UBSI) in Q4 2025, closing a stake of 564 shares — an estimated $21K sold.

Rise Advisors first reported a position in UBSI in Q1 2025 and held it in 3 quarters. The position peaked at $21K in Q3 2025. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

Rise Advisors reported no remaining United Bankshares position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 564 United Bankshares shares in Q4 2025, an estimated $21K.
Rise Advisors first reported a position in United Bankshares in Q1 2025 and held it in 3 quarters.
Rise Advisors's United Bankshares position peaked at $21K in Q3 2025.
395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.