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Silvercrest Asset Management’s United Bankshares UBSI Stock Holding History

Silvercrest Asset Management’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 		$68.6M Sell
1,656,172
-196,410
-11% -$8.17M 0.5% 52
2025
Q4 		$71.1M Sell
1,852,582
-220,338
-11% -$8.21M 0.49% 53
2025
Q3 		$77.1M Sell
2,072,920
-80,883
-4% -$3.02M 0.51% 51
2025
Q2 		$78.5M Sell
2,153,803
-128,672
-6% -$4.52M 0.53% 51
2025
Q1 		$79.1M Sell
2,282,475
-64,493
-3% -$2.36M 0.57% 48
2024
Q4 		$88.1M Sell
2,346,968
-107,461
-4% -$4.23M 0.59% 44
2024
Q3 		$91.1M Buy
2,454,429
+292,692
+14% +$10.7M 0.62% 44
2024
Q2 		$70.1M Buy
2,161,737
+47,273
+2% +$1.56M 0.48% 61
2024
Q1 		$75.7M Sell
2,114,464
-249,501
-11% -$8.82M 0.51% 56
2023
Q4 		$88.8M Sell
2,363,965
-1,038,676
-31% -$33M 0.63% 44
2023
Q3 		$93.9M Sell
3,402,641
-215,818
-6% -$6.5M 0.71% 31
2023
Q2 		$107M Buy
3,618,459
+12,563
+0.3% +$395K 0.77% 24
2023
Q1 		$127M Sell
3,605,896
-97,236
-3% -$3.82M 0.96% 12
2022
Q4 		$150M Sell
3,703,132
-75,457
-2% -$3.06M 1.15% 6
2022
Q3 		$135M Sell
3,778,589
-129,167
-3% -$4.81M 1.11% 7
2022
Q2 		$137M Sell
3,907,756
-19,827
-0.5% -$696K 1.04% 8
2022
Q1 		$137M Buy
3,927,583
+563,345
+17% +$20.5M 0.89% 16
2021
Q4 		$121M Sell
3,364,238
-113,439
-3% -$4.18M 0.77% 24
2021
Q3 		$127M Buy
3,477,677
+202,900
+6% +$7.09M 0.85% 15
2021
Q2 		$120M Buy
3,274,777
+1,660,650
+103% +$65.3M 0.78% 16
2021
Q1 		$62.3M Buy
1,614,127
+101,844
+7% +$3.74M 0.42% 89
2020
Q4 		$49M Buy
1,512,283
+160,899
+12% +$4.54M 0.36% 103
2020
Q3 		$29M Sell
1,351,384
-27,673
-2% -$721K 0.25% 123
2020
Q2 		$38.1M Buy
1,379,057
+7,793
+0.6% +$209K 0.34% 105
2020
Q1 		$31.6M Buy
1,371,264
+170,864
+14% +$5.37M 0.34% 95
2019
Q4 		$46.4M Buy
1,200,400
+47,574
+4% +$1.83M 0.36% 96
2019
Q3 		$43.7M Buy
1,152,826
+2,276
+0.2% +$84.3K 0.36% 100
2019
Q2 		$42.7M Buy
1,150,550
+36,975
+3% +$1.39M 0.4% 104
2019
Q1 		$40.4M Buy
1,113,575
+278,123
+33% +$10M 0.4% 104
2018
Q4 		$26M Sell
835,452
-7,058
-0.8% -$238K 0.29% 123
2018
Q3 		$30.6M Buy
842,510
+233,624
+38% +$8.86M 0.28% 127
2018
Q2 		$22.2M Buy
608,886
+589,971
+3,119% +$21.1M 0.21% 136
2018
Q1 		$667K Hold
18,915
– – 0.01% 394
2017
Q4 		$657K Sell
18,915
-537
-3% -$19.4K 0.01% 397
2017
Q3 		$723K Sell
19,452
-463
-2% -$16.3K 0.01% 384
2017
Q2 		$781K Buy
19,915
+2,850
+17% +$113K 0.01% 366
2017
Q1 		$721K Hold
17,065
– – 0.01% 379
2016
Q4 		$789K Sell
17,065
-1,100
-6% -$46.7K 0.01% 366
2016
Q3 		$684K Hold
18,165
– – 0.01% 372
2016
Q2 		$681K Sell
18,165
-2,669
-13% -$101K 0.01% 371
2016
Q1 		$765K Buy
20,834
+4,956
+31% +$174K 0.01% 362
2015
Q4 		$587K Buy
15,878
+6,469
+69% +$256K 0.01% 409
2015
Q3 		$357K Sell
9,409
-6,749
-42% -$265K 0.01% 405
2015
Q2 		$650K Buy
16,158
+6,399
+66% +$245K 0.01% 375
2015
Q1 		$367K Sell
9,759
-450
-4% -$16.4K 0.01% 396
2014
Q4 		$382K Hold
10,209
– – 0.01% 388
2014
Q3 		$316K Hold
10,209
– – ﹤0.01% 400
2014
Q2 		$330K Sell
10,209
-3,118
-23% -$94.9K ﹤0.01% 399
2014
Q1 		$408K Hold
13,327
– – 0.01% 362
2013
Q4 		$419K Buy
13,327
+3,118
+31% +$95.4K 0.01% 364
2013
Q3 		$296K Sell
10,209
-700
-6% -$19.9K 0.01% 389
2013
Q2 		$289K Buy
+10,909
New +$281K 0.01% 378

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Silvercrest Asset Management's UBSI Position: Q1 2026 in Review

Silvercrest Asset Management reduced its United Bankshares (UBSI) stake by 11% in Q1 2026, selling an estimated $8.17M and leaving 1,656,172 shares worth $68.6M. The position accounts for 0.5% of the portfolio, ranked #52.

Silvercrest Asset Management first reported a position in UBSI in Q2 2013 and has held it in 52 quarters since. The position peaked at $150M in Q4 2022. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Silvercrest Asset Management held 1,656,172 shares of United Bankshares worth $68.6M as of Q1 2026.
  • Silvercrest Asset Management sold 196,410 United Bankshares shares in Q1 2026, an estimated $8.17M.
  • United Bankshares made up 0.5% of Silvercrest Asset Management's portfolio in Q1 2026, its #52 holding.
  • Silvercrest Asset Management first reported a position in United Bankshares in Q2 2013 and has held it in 52 quarters since.
  • Silvercrest Asset Management's United Bankshares position peaked at $150M in Q4 2022.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.