STALEY CAPITAL ADVISERS’s United Bankshares UBSI Stock Holding History

STALEY CAPITAL ADVISERS’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	$2.34M	Hold	56,541	–	–	0.1%	74
2025 Q4	$2.17M	Hold	56,541	–	–	0.09%	79
2025 Q3	$2.1M	Hold	56,541	–	–	0.09%	80
2025 Q2	$2.06M	Sell	56,541 -500	-0.9%	-$17.6K	0.09%	83
2025 Q1	$1.98M	Sell	57,041 -3,069	-5%	-$112K	0.09%	79
2024 Q4	$2.26M	Hold	60,110	–	–	0.1%	75
2024 Q3	$2.23M	Hold	60,110	–	–	0.1%	74
2024 Q2	$1.95M	Hold	60,110	–	–	0.09%	76
2024 Q1	$2.15M	Sell	60,110 -3,721	-6%	-$132K	0.1%	72
2023 Q4	$2.4M	Sell	63,831 -451	-0.7%	-$14.3K	0.12%	69
2023 Q3	$1.77M	Buy	64,282 +44	+0.1%	+$1.32K	0.1%	77
2023 Q2	$1.91M	Buy	64,238 +12,097	+23%	+$381K	0.1%	73
2023 Q1	$1.83M	Buy	52,141 +6,091	+13%	+$239K	0.1%	74
2022 Q4	$1.86M	Buy	46,050 +351	+0.8%	+$14.2K	0.11%	74
2022 Q3	$1.63M	Buy	45,699 +377	+0.8%	+$14.1K	0.1%	76
2022 Q2	$1.59M	Buy	45,322 +376	+0.8%	+$13.2K	0.09%	80
2022 Q1	$1.57M	Sell	44,946 -9,663	-18%	-$351K	0.08%	87
2021 Q4	$1.98M	Hold	54,609	–	–	0.09%	80
2021 Q3	$1.99M	Hold	54,609	–	–	0.11%	77
2021 Q2	$1.99M	Hold	54,609	–	–	0.1%	73
2021 Q1	$2.11M	Sell	54,609 -59,500	-52%	-$2.18M	0.12%	77
2020 Q4	$3.7M	Sell	114,109 -100,000	-47%	-$2.82M	0.23%	58
2020 Q3	$4.6M	Sell	214,109 -15,000	-7%	-$391K	0.32%	50
2020 Q2	$6.34M	Sell	229,109 -46,700	-17%	-$1.25M	0.46%	43
2020 Q1	$6.37M	Buy	275,809 +110,000	+66%	+$3.45M	0.54%	41
2019 Q4	$6.41M	Sell	165,809 -9,260	-5%	-$357K	0.43%	45
2019 Q3	$6.63M	Hold	175,069	–	–	0.5%	41
2019 Q2	$6.49M	Hold	175,069	–	–	0.48%	43
2019 Q1	$6.34M	Sell	175,069 -25,000	-12%	-$902K	0.47%	41
2018 Q4	$6.22M	Hold	200,069	–	–	0.5%	41
2018 Q3	$7.27M	Hold	200,069	–	–	0.51%	43
2018 Q2	$7.28M	Hold	200,069	–	–	0.56%	40
2018 Q1	$7.05M	Sell	200,069 -5,500	-3%	-$199K	0.55%	40
2017 Q4	$7.14M	Sell	205,569 -25,500	-11%	-$920K	0.55%	40
2017 Q3	$8.58M	Buy	231,069 +52,000	+29%	+$1.83M	0.7%	39
2017 Q2	$7.02M	Hold	179,069	–	–	0.6%	41
2017 Q1	$7.57M	Sell	179,069 -7,000	-4%	-$308K	0.68%	38
2016 Q4	$8.61M	Sell	186,069 -36,000	-16%	-$1.53M	0.83%	38
2016 Q3	$8.37M	Hold	222,069	–	–	0.84%	39
2016 Q2	$8.33M	Sell	222,069 -2,000	-0.9%	-$75.4K	0.87%	38
2016 Q1	$8.22M	Buy	224,069 +143,000	+176%	+$5.02M	0.89%	37
2015 Q4	$3M	Sell	81,069 -1,000	-1%	-$39.5K	0.35%	48
2015 Q3	$3.12M	Sell	82,069 -3,000	-4%	-$118K	0.38%	48
2015 Q2	$3.42M	Hold	85,069	–	–	0.38%	49
2015 Q1	$3.2M	Hold	85,069	–	–	0.37%	49
2014 Q4	$3.19M	Hold	85,069	–	–	0.37%	50
2014 Q3	$2.63M	Hold	85,069	–	–	0.31%	51
2014 Q2	$2.75M	Hold	85,069	–	–	0.33%	46
2014 Q1	$2.6M	Hold	85,069	–	–	0.33%	47
2013 Q4	$2.67M	Hold	85,069	–	–	0.36%	46
2013 Q3	$2.46M	Hold	85,069	–	–	0.38%	47
2013 Q2	$2.25M	Buy	+85,069	New	+$2.19M	0.36%	46

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

STALEY CAPITAL ADVISERS's UBSI Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS held its United Bankshares (UBSI) position steady in Q1 2026 at 56,541 shares worth $2.34M. The position accounts for 0.1% of the portfolio, ranked #74.

STALEY CAPITAL ADVISERS first reported a position in UBSI in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.61M in Q4 2016. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

STALEY CAPITAL ADVISERS held 56,541 shares of United Bankshares worth $2.34M as of Q1 2026.
STALEY CAPITAL ADVISERS left its United Bankshares share count unchanged in Q1 2026.
United Bankshares made up 0.1% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #74 holding.
STALEY CAPITAL ADVISERS first reported a position in United Bankshares in Q2 2013 and has held it in 52 quarters since.
STALEY CAPITAL ADVISERS's United Bankshares position peaked at $8.61M in Q4 2016.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.