S.A. Mason’s United Bankshares UBSI Stock Holding History

S.A. Mason’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 Q3	–	Sell	-525	Closed	-$19.1K	–	353
2025 Q2	$19.1K	Buy	525 +21	+4%	+$737	0.01%	342
2025 Q1	$17.5K	Buy	+504	New	+$18.5K	0.01%	330

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

S.A. Mason's UBSI Position: Q3 2025 in Review

S.A. Mason sold out of United Bankshares (UBSI) in Q3 2025, closing a stake of 525 shares — an estimated $19.1K sold.

S.A. Mason first reported a position in UBSI in Q1 2025 and held it in 2 quarters. The position peaked at $19.1K in Q2 2025. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

S.A. Mason reported no remaining United Bankshares position as of Q3 2025 after selling out during the quarter.
S.A. Mason sold 525 United Bankshares shares in Q3 2025, an estimated $19.1K.
S.A. Mason first reported a position in United Bankshares in Q1 2025 and held it in 2 quarters.
S.A. Mason's United Bankshares position peaked at $19.1K in Q2 2025.
371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.