Smithfield Trust’s United Bankshares UBSI Stock Holding History

Smithfield Trust’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	$161K	Hold	3,520	–	–	0.01%	404
2026 Q1	$146K	Hold	3,520	–	–	0.01%	424
2025 Q4	$135K	Buy	+3,520	New	+$131K	0.01%	429
2024 Q1	–	Sell	-325	Closed	-$12K	–	1084
2023 Q4	$12K	Hold	325	–	–	﹤0.01%	808
2023 Q3	$9K	Hold	325	–	–	﹤0.01%	827
2023 Q2	$10K	Buy	+325	New	+$10.2K	﹤0.01%	832
2021 Q2	–	Sell	-19,309	Closed	-$745K	–	1097
2021 Q1	$745K	Hold	19,309	–	–	0.05%	155
2020 Q4	$625K	Hold	19,309	–	–	0.05%	158
2020 Q3	$414K	Hold	19,309	–	–	0.03%	185
2020 Q2	$534K	Hold	19,309	–	–	0.05%	157
2020 Q1	$445K	Hold	19,309	–	–	0.05%	150
2019 Q4	$746K	Hold	19,309	–	–	0.07%	136
2019 Q3	$731K	Hold	19,309	–	–	0.07%	130
2019 Q2	$716K	Hold	19,309	–	–	0.07%	129
2019 Q1	$700K	Hold	19,309	–	–	0.08%	130
2018 Q4	$601K	Hold	19,309	–	–	0.07%	129
2018 Q3	$702K	Hold	19,309	–	–	0.08%	134
2018 Q2	$703K	Hold	19,309	–	–	0.08%	128
2018 Q1	$681K	Hold	19,309	–	–	0.08%	130
2017 Q4	$671K	Hold	19,309	–	–	0.08%	136
2017 Q3	$717K	Buy	19,309 +754	+4%	+$26.5K	0.1%	124
2017 Q2	$727K	Buy	+18,555	New	+$736K	0.11%	118

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Smithfield Trust's UBSI Position: Q2 2026 in Review

Smithfield Trust held its United Bankshares (UBSI) position steady in Q2 2026 at 3,520 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #404.

Smithfield Trust first reported a position in UBSI in Q2 2017 and has held it in 22 quarters since. The position peaked at $746K in Q4 2019. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Smithfield Trust held 3,520 shares of United Bankshares worth $161K as of Q2 2026.
Smithfield Trust left its United Bankshares share count unchanged in Q2 2026.
United Bankshares made up 0.01% of Smithfield Trust's portfolio in Q2 2026, its #404 holding.
Smithfield Trust first reported a position in United Bankshares in Q2 2017 and has held it in 22 quarters since.
Smithfield Trust's United Bankshares position peaked at $746K in Q4 2019.
447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.