Simplex Trading
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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
2026
Q1 		$712K Buy
+17,200
New +$715K ﹤0.01% 2860
2025
Q4 		– Sell
-15,300
Closed -$569K – 10130
2025
Q3 		$569K Buy
15,300
+6,400
+72% +$239K ﹤0.01% 3665
2025
Q2 		$324K Buy
8,900
+700
+9% +$24.6K ﹤0.01% 3984
2025
Q1 		$284K Sell
8,200
-2,800
-25% -$103K ﹤0.01% 3966
2024
Q4 		$413K Sell
11,000
-9,300
-46% -$366K ﹤0.01% 3745
2024
Q3 		$753K Buy
20,300
+7,100
+54% +$259K ﹤0.01% 3187
2024
Q2 		$428K Buy
13,200
+10,500
+389% +$347K ﹤0.01% 3821
2024
Q1 		$96K Buy
2,700
+1,200
+80% +$42.4K ﹤0.01% 5630
2023
Q4 		$56K Sell
1,500
-1,100
-42% -$34.9K ﹤0.01% 5980
2023
Q3 		$71K Sell
2,600
-2,200
-46% -$66.3K ﹤0.01% 5464
2023
Q2 		$142K Buy
4,800
+400
+9% +$12.6K ﹤0.01% 4683
2023
Q1 		$154K Sell
4,400
-700
-14% -$27.5K ﹤0.01% 4636
2022
Q4 		$206K Buy
5,100
+1,900
+59% +$77K ﹤0.01% 4194
2022
Q3 		$114K Sell
3,200
-900
-22% -$33.5K ﹤0.01% 5342
2022
Q2 		$143K Buy
4,100
+900
+28% +$31.6K ﹤0.01% 5066
2022
Q1 		$111K Buy
3,200
+3,000
+1,500% +$109K ﹤0.01% 5998
2021
Q4 		$7K Hold
200
– – ﹤0.01% 9349
2021
Q3 		$7K Hold
200
– – ﹤0.01% 9142
2021
Q2 		$7K Buy
200
+198
+9,900% +$7.78K ﹤0.01% 9310
2021
Q1 		$7K Sell
2
-1
-33% -$37 ﹤0.01% 8096
2020
Q4 		$9K Buy
+3
New +$85 ﹤0.01% 7484
2019
Q4 		– Sell
-8
Closed -$30K – 8005
2019
Q3 		$30K Buy
+8
New +$296 ﹤0.01% 5501
2015
Q3 		– Sell
-5
Closed -$1K – 6223
2015
Q2 		$1K Buy
+5
New +$191 ﹤0.01% 4811

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

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.