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Steward Financial Group’s United Bankshares UBSI Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+100
New +$3.01K ﹤0.01% 1055
2022
Q3 		– Sell
-69
Closed -$2K – 1237
2022
Q2 		$2K Buy
+69
New +$2.42K ﹤0.01% 617

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Financial Group's UBSI Position: Q3 2023 in Review

Steward Financial Group opened a new position in United Bankshares (UBSI) in Q3 2023: 100 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in UBSI as recently as Q2 2022.

Steward Financial Group first reported a position in UBSI in Q2 2022 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold UBSI as of Q3 2023.

  • Steward Financial Group held 100 shares of United Bankshares worth $2K as of Q3 2023.
  • United Bankshares was a new Steward Financial Group position in Q3 2023.
  • United Bankshares made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1055 holding.
  • Steward Financial Group first reported a position in United Bankshares in Q2 2022 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held United Bankshares as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.