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Spire Wealth Management’s United Bankshares UBSI Stock Holding History

Spire Wealth 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
2025
Q2 		– Sell
-99
Closed -$3.43K – 2570
2025
Q1 		$3.43K Buy
+99
New +$3.63K ﹤0.01% 2154
2024
Q4 		– Sell
-473
Closed -$17.6K – 2523
2024
Q3 		$17.6K Sell
473
-74
-14% -$2.7K ﹤0.01% 1477
2024
Q2 		$17.8K Sell
547
-4,941
-90% -$163K ﹤0.01% 1480
2024
Q1 		$196K Hold
5,488
– – ﹤0.01% 770
2023
Q4 		$201K Sell
5,488
-3,225
-37% -$102K 0.01% 765
2023
Q3 		$240K Buy
8,713
+36
+0.4% +$1.08K 0.01% 660
2023
Q2 		$257K Buy
8,677
+549
+7% +$17.3K 0.01% 652
2023
Q1 		$286K Buy
8,128
+6,418
+375% +$252K 0.01% 626
2022
Q4 		$69K Sell
1,710
-2,840
-62% -$115K ﹤0.01% 877
2022
Q3 		$163K Sell
4,550
-3,559
-44% -$133K 0.01% 581
2022
Q2 		$284K Sell
8,109
-7,199
-47% -$253K 0.01% 651
2022
Q1 		$534K Hold
15,308
– – 0.01% 557
2021
Q4 		$555K Hold
15,308
– – 0.01% 663
2021
Q3 		$557K Hold
15,308
– – 0.01% 561
2021
Q2 		$559K Buy
15,308
+1,919
+14% +$75.4K 0.02% 576
2021
Q1 		$517K Buy
+13,389
New +$491K 0.01% 659

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Spire Wealth Management's UBSI Position: Q2 2025 in Review

Spire Wealth Management sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 99 shares — an estimated $3.43K sold.

Spire Wealth Management first reported a position in UBSI in Q1 2021 and held it in 16 quarters. The position peaked at $559K in Q2 2021. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

  • Spire Wealth Management reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 99 United Bankshares shares in Q2 2025, an estimated $3.43K.
  • Spire Wealth Management first reported a position in United Bankshares in Q1 2021 and held it in 16 quarters.
  • Spire Wealth Management's United Bankshares position peaked at $559K in Q2 2021.
  • 364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.