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Savant Capital’s United Bankshares UBSI Stock Holding History

Savant Capital’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 		$444K Buy
10,166
+5,248
+107% +$230K ﹤0.01% 1285
2026
Q1 		$204K Buy
+4,918
New +$204K ﹤0.01% 1403

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Savant Capital's UBSI Position: Q2 2026 in Review

Savant Capital increased its United Bankshares (UBSI) stake by 107% in Q2 2026, buying an estimated $230K and bringing the position to 10,166 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Savant Capital first reported a position in UBSI in Q1 2026 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Savant Capital held 10,166 shares of United Bankshares worth $444K as of Q2 2026.
  • Savant Capital bought 5,248 United Bankshares shares in Q2 2026, an estimated $230K.
  • United Bankshares made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1285 holding.
  • Savant Capital first reported a position in United Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.