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 		$178K Buy
+4,300
New +$179K ﹤0.01% 4431
2025
Q4 		– Sell
-2,000
Closed -$74K – 10131
2025
Q3 		$74K Sell
2,000
-1,500
-43% -$55.9K ﹤0.01% 6069
2025
Q2 		$127K Sell
3,500
-7,300
-68% -$256K ﹤0.01% 4992
2025
Q1 		$374K Buy
10,800
+5,100
+89% +$187K ﹤0.01% 3717
2024
Q4 		$214K Sell
5,700
-1,600
-22% -$63K ﹤0.01% 4442
2024
Q3 		$270K Buy
7,300
+7,200
+7,200% +$263K ﹤0.01% 4238
2024
Q2 		$3K Sell
100
-6,300
-98% -$208K ﹤0.01% 8179
2024
Q1 		$229K Sell
6,400
-7,500
-54% -$265K ﹤0.01% 4697
2023
Q4 		$521K Buy
13,900
+6,100
+78% +$194K ﹤0.01% 3660
2023
Q3 		$215K Buy
7,800
+2,400
+44% +$72.3K ﹤0.01% 4265
2023
Q2 		$160K Sell
5,400
-1,700
-24% -$53.5K ﹤0.01% 4564
2023
Q1 		$249K Buy
7,100
+2,900
+69% +$114K ﹤0.01% 4071
2022
Q4 		$170K Buy
4,200
+2,400
+133% +$97.3K ﹤0.01% 4427
2022
Q3 		$64K Sell
1,800
-1,200
-40% -$44.7K ﹤0.01% 6104
2022
Q2 		$105K Buy
3,000
+1,800
+150% +$63.1K ﹤0.01% 5507
2022
Q1 		$41K Buy
+1,200
New +$43.6K ﹤0.01% 7425

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.