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Sivia Capital Partners’s United Bankshares UBSI Stock Holding History

Sivia Capital Partners’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 		$230K Buy
+5,017
New +$219K 0.03% 498
2026
Q1 		– Sell
-6,044
Closed -$232K – 621
2025
Q4 		$232K Buy
+6,044
New +$225K 0.05% 481

Other funds holding UBSI

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State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sivia Capital Partners's UBSI Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in United Bankshares (UBSI) in Q2 2026: 5,017 shares worth $230K. The stake represents 0.03% of the portfolio and ranks #498 among its holdings. This is a return to the name: Sivia Capital Partners previously reported a position in UBSI as recently as Q4 2025.

Sivia Capital Partners first reported a position in UBSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $232K in Q4 2025. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Sivia Capital Partners held 5,017 shares of United Bankshares worth $230K as of Q2 2026.
  • United Bankshares was a new Sivia Capital Partners position in Q2 2026.
  • United Bankshares made up 0.03% of Sivia Capital Partners's portfolio in Q2 2026, its #498 holding.
  • Sivia Capital Partners first reported a position in United Bankshares in Q4 2025 and has held it in 2 quarters since.
  • Sivia Capital Partners's United Bankshares position peaked at $232K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.