Riverbend Wealth Management’s United Bankshares UBSI Stock Holding History

Riverbend 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	$426K	Buy	9,286 +11	+0.1%	+$481	0.21%	120
2026 Q1	$384K	Buy	9,275 +1,073	+13%	+$44.6K	0.22%	108
2025 Q4	$315K	Buy	8,202 +12	+0.1%	+$447	0.2%	121
2025 Q3	$305K	Buy	8,190 +12	+0.1%	+$447	0.21%	110
2025 Q2	$298K	Buy	8,178 +12	+0.1%	+$421	0.23%	106
2025 Q1	$283K	Buy	8,166 +12	+0.1%	+$440	0.25%	98
2024 Q4	$306K	Buy	+8,154	New	+$321K	0.27%	91

Other funds holding UBSI

VNIM

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

UBV

United Bank (Virginia) Vienna, Virginia $853M AUM 34.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ONB

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MAP

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

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

Riverbend Wealth Management increased its United Bankshares (UBSI) stake by 0.12% in Q2 2026, buying an estimated $481 and bringing the position to 9,286 shares worth $426K. The position accounts for 0.21% of the portfolio, ranked #120.

Riverbend Wealth Management first reported a position in UBSI in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Riverbend Wealth Management held 9,286 shares of United Bankshares worth $426K as of Q2 2026.
Riverbend Wealth Management bought 11 United Bankshares shares in Q2 2026, an estimated $481.
United Bankshares made up 0.21% of Riverbend Wealth Management's portfolio in Q2 2026, its #120 holding.
Riverbend Wealth Management first reported a position in United Bankshares in Q4 2024 and has held it in 7 quarters since.
158 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.