Simplex Trading’s United Bankshares UBSI Stock Holding History

Simplex Trading’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
2025 Q2	–	Sell	-1,809	Closed	-$63.5K	–	9781
2025 Q1	$62K	Buy	+1,809	New	+$66.3K	﹤0.01%	5563
2023 Q3	–	Sell	-1,359	Closed	-$40.9K	–	9874
2023 Q2	$40K	Sell	1,359 -1,026	-43%	-$32.3K	﹤0.01%	6063
2023 Q1	$83K	Buy	+2,385	New	+$93.6K	﹤0.01%	5366
2022 Q3	–	Sell	-134	Closed	-$5K	–	10928
2022 Q2	$4K	Buy	+134	New	+$4.7K	﹤0.01%	9041
2021 Q4	–	Sell	-48	Closed	-$1.77K	–	11476
2021 Q3	$1K	Hold	48	–	–	﹤0.01%	9687
2021 Q2	$1K	Buy	+48	New	+$1.89K	﹤0.01%	9865

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

Simplex Trading's UBSI Position: Q2 2025 in Review

Simplex Trading sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 1,809 shares — an estimated $63.5K sold.

Simplex Trading first reported a position in UBSI in Q2 2021 and held it in 6 quarters. The position peaked at $83K in Q1 2023. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

Simplex Trading reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
Simplex Trading sold 1,809 United Bankshares shares in Q2 2025, an estimated $63.5K.
Simplex Trading first reported a position in United Bankshares in Q2 2021 and held it in 6 quarters.
Simplex Trading's United Bankshares position peaked at $83K in Q1 2023.
364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.