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SageView Advisory Group’s United Bankshares UBSI Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-1,841
Closed -$70.7K – 2308
2025
Q4 		$70.7K Buy
+1,841
New +$68.6K ﹤0.01% 946

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SageView Advisory Group's UBSI Position: Q1 2026 in Review

SageView Advisory Group sold out of United Bankshares (UBSI) in Q1 2026, closing a stake of 1,841 shares — an estimated $70.7K sold.

SageView Advisory Group first reported a position in UBSI in Q4 2025 and held it in 1 quarter. The position peaked at $70.7K in Q4 2025. 420 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • SageView Advisory Group reported no remaining United Bankshares position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,841 United Bankshares shares in Q1 2026, an estimated $70.7K.
  • SageView Advisory Group first reported a position in United Bankshares in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's United Bankshares position peaked at $70.7K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.