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Smartleaf Asset Management’s United Bankshares UBSI Stock Holding History

Smartleaf 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
Q2 		$18.3K Hold
401
– – ﹤0.01% 2064
2026
Q1 		$16.3K Buy
401
+13
+3% +$540 ﹤0.01% 2070
2025
Q4 		$15K Buy
388
+1
+0.3% +$37 ﹤0.01% 2189
2025
Q3 		$14.4K Buy
387
+161
+71% +$6K ﹤0.01% 1958
2025
Q2 		$8.23K Sell
226
-159
-41% -$5.58K ﹤0.01% 1892
2025
Q1 		$13.2K Sell
385
-16
-4% -$586 ﹤0.01% 1808
2024
Q4 		$15.1K Buy
401
+26
+7% +$1.02K ﹤0.01% 1803
2024
Q3 		$13.8K Buy
375
+289
+336% +$10.5K ﹤0.01% 1559
2024
Q2 		$2.74K Buy
86
+25
+41% +$826 ﹤0.01% 2092
2024
Q1 		$2.16K Buy
+61
New +$2.16K ﹤0.01% 1456

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Smartleaf Asset Management's UBSI Position: Q2 2026 in Review

Smartleaf Asset Management held its United Bankshares (UBSI) position steady in Q2 2026 at 401 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Smartleaf Asset Management first reported a position in UBSI in Q1 2024 and has held it in 10 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Smartleaf Asset Management held 401 shares of United Bankshares worth $18.3K as of Q2 2026.
  • Smartleaf Asset Management left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2064 holding.
  • Smartleaf Asset Management first reported a position in United Bankshares in Q1 2024 and has held it in 10 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.