Sequoia Financial Advisors’s United Bankshares UBSI Stock Holding History

Sequoia Financial Advisors’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	$814K	Sell	17,771 -72	-0.4%	-$3.15K	﹤0.01%	1045
2026 Q1	$739K	Sell	17,843 -3,066	-15%	-$127K	﹤0.01%	1041
2025 Q4	$803K	Sell	20,909 -3,838	-16%	-$143K	﹤0.01%	1000
2025 Q3	$921K	Buy	24,747 +148	+0.6%	+$5.52K	0.01%	825
2025 Q2	$896K	Buy	24,599 +81	+0.3%	+$2.84K	0.01%	731
2025 Q1	$850K	Buy	+24,518	New	+$898K	0.01%	675
2024 Q1	–	Sell	-9,759	Closed	-$366K	–	1288
2023 Q4	$366K	Buy	+9,759	New	+$310K	﹤0.01%	847

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sequoia Financial Advisors's UBSI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its United Bankshares (UBSI) stake by 0.4% in Q2 2026, selling an estimated $3.15K and leaving 17,771 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Sequoia Financial Advisors first reported a position in UBSI in Q4 2023 and has held it in 7 quarters since. The position peaked at $921K in Q3 2025. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Sequoia Financial Advisors held 17,771 shares of United Bankshares worth $814K as of Q2 2026.
Sequoia Financial Advisors sold 72 United Bankshares shares in Q2 2026, an estimated $3.15K.
United Bankshares made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1045 holding.
Sequoia Financial Advisors first reported a position in United Bankshares in Q4 2023 and has held it in 7 quarters since.
Sequoia Financial Advisors's United Bankshares position peaked at $921K in Q3 2025.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.