Salomon & Ludwin’s United Bankshares UBSI Stock Holding History

Salomon & Ludwin’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	$252K	Hold	6,020	–	–	0.02%	153
2025 Q4	$235K	Hold	6,020	–	–	0.02%	159
2025 Q3	$224K	Hold	6,020	–	–	0.02%	155
2025 Q2	$229K	Hold	6,020	–	–	0.02%	144
2025 Q1	$209K	Hold	6,020	–	–	0.02%	143
2024 Q4	$226K	Sell	6,020 -156	-3%	-$6.14K	0.02%	136
2024 Q3	$229K	Sell	6,176 -45	-0.7%	-$1.64K	0.02%	141
2024 Q2	$202K	Hold	6,221	–	–	0.02%	151
2024 Q1	$223K	Sell	6,221 -102	-2%	-$3.61K	0.02%	176
2023 Q4	$174K	Hold	6,323	–	–	0.02%	185
2023 Q3	$174K	Buy	+6,323	New	+$190K	0.02%	185
2023 Q2	–	Sell	-6,982	Closed	-$246K	–	175
2023 Q1	$246K	Sell	6,982 -122	-2%	-$4.79K	0.03%	150
2022 Q4	$288K	Buy	7,104 +90	+1%	+$3.65K	0.04%	141
2022 Q3	$251K	Sell	7,014 -298	-4%	-$11.1K	0.04%	127
2022 Q2	$256K	Hold	7,312	–	–	0.04%	114
2022 Q1	$255K	Buy	+7,312	New	+$266K	0.04%	106

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Salomon & Ludwin's UBSI Position: Q1 2026 in Review

Salomon & Ludwin held its United Bankshares (UBSI) position steady in Q1 2026 at 6,020 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #153.

Salomon & Ludwin first reported a position in UBSI in Q1 2022 and has held it in 16 quarters since. The position peaked at $288K in Q4 2022. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Salomon & Ludwin held 6,020 shares of United Bankshares worth $252K as of Q1 2026.
Salomon & Ludwin left its United Bankshares share count unchanged in Q1 2026.
United Bankshares made up 0.02% of Salomon & Ludwin's portfolio in Q1 2026, its #153 holding.
Salomon & Ludwin first reported a position in United Bankshares in Q1 2022 and has held it in 16 quarters since.
Salomon & Ludwin's United Bankshares position peaked at $288K in Q4 2022.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.