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Steve Schonfeld’s United Bankshares UBSI Stock Holding History

Steve Schonfeld’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
Q3 		– Sell
-23,543
Closed -$858K – 2597
2025
Q2 		$858K Sell
23,543
-13,175
-36% -$463K 0.01% 1354
2025
Q1 		$1.27M Buy
+36,718
New +$1.35M 0.01% 1181
2024
Q3 		– Sell
-24,699
Closed -$801K – 2439
2024
Q2 		$801K Buy
24,699
+19,006
+334% +$628K 0.01% 1295
2024
Q1 		$204K Buy
+5,693
New +$201K ﹤0.01% 1766
2023
Q4 		– Sell
-33,116
Closed -$914K – 2227
2023
Q3 		$914K Buy
+33,116
New +$997K 0.01% 1045
2023
Q1 		– Sell
-29,595
Closed -$1.2M – 2666
2022
Q4 		$1.2M Buy
29,595
+3,419
+13% +$139K 0.01% 1054
2022
Q3 		$936K Buy
+26,176
New +$976K 0.01% 1317
2022
Q2 		– Sell
-14,900
Closed -$519K – 3009
2022
Q1 		$519K Buy
+14,900
New +$541K ﹤0.01% 1342
2020
Q4 		– Sell
-24,500
Closed -$526K – 1899
2020
Q3 		$526K Buy
+24,500
New +$638K 0.01% 899
2019
Q1 		– Sell
-8,211
Closed -$255K – 1293
2018
Q4 		$255K Buy
+8,211
New +$277K 0.01% 878
2018
Q1 		– Sell
-13,056
Closed -$454K – 977
2017
Q4 		$454K Buy
+13,056
New +$471K 0.04% 483

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Steve Schonfeld's UBSI Position: Q3 2025 in Review

Steve Schonfeld sold out of United Bankshares (UBSI) in Q3 2025, closing a stake of 23,543 shares — an estimated $858K sold.

Steve Schonfeld first reported a position in UBSI in Q4 2017 and held it in 11 quarters. The position peaked at $1.27M in Q1 2025. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

  • Steve Schonfeld reported no remaining United Bankshares position as of Q3 2025 after selling out during the quarter.
  • Steve Schonfeld sold 23,543 United Bankshares shares in Q3 2025, an estimated $858K.
  • Steve Schonfeld first reported a position in United Bankshares in Q4 2017 and held it in 11 quarters.
  • Steve Schonfeld's United Bankshares position peaked at $1.27M in Q1 2025.
  • 371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.