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Steward Partners Investment Advisory’s United Bankshares UBSI Stock Holding History

Steward Partners Investment Advisory’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 		$82.5K Buy
1,799
+4
+0.2% +$175 ﹤0.01% 2693
2026
Q1 		$74.3K Sell
1,795
-295
-14% -$12.3K ﹤0.01% 2557
2025
Q4 		$80.2K Buy
2,090
+5
+0.2% +$186 ﹤0.01% 2419
2025
Q3 		$77.6K Buy
2,085
+5
+0.2% +$186 ﹤0.01% 2387
2025
Q2 		$75.8K Buy
2,080
+3
+0.1% +$105 ﹤0.01% 2267
2025
Q1 		$72K Buy
2,077
+2
+0.1% +$73 ﹤0.01% 2200
2024
Q4 		$77.9K Sell
2,075
-147
-7% -$5.79K ﹤0.01% 2106
2024
Q3 		$82.4K Buy
2,222
+3
+0.1% +$109 ﹤0.01% 1977
2024
Q2 		$72K Buy
2,219
+245
+12% +$8.1K ﹤0.01% 1931
2024
Q1 		$70.6K Hold
1,974
– – ﹤0.01% 1938
2023
Q4 		$74.1K Hold
1,974
– – ﹤0.01% 1813
2023
Q3 		$54.5K Hold
1,974
– – ﹤0.01% 1872
2023
Q2 		$58.6K Hold
1,974
– – ﹤0.01% 1818
2023
Q1 		$69.5K Buy
1,974
+1,600
+428% +$62.8K ﹤0.01% 1728
2022
Q4 		$15.1K Sell
374
-1,800
-83% -$73K ﹤0.01% 2374
2022
Q3 		$78K Hold
2,174
– – ﹤0.01% 1596
2022
Q2 		$76K Buy
2,174
+1,800
+481% +$63.1K ﹤0.01% 1610
2022
Q1 		$13K Buy
374
+225
+151% +$8.17K ﹤0.01% 2565
2021
Q4 		$5K Hold
149
– – ﹤0.01% 2844
2021
Q3 		$5K Hold
149
– – ﹤0.01% 2823
2021
Q2 		$5K Sell
149
-500
-77% -$19.6K ﹤0.01% 6554
2021
Q1 		$25K Buy
649
+500
+336% +$18.3K ﹤0.01% 2363
2020
Q4 		$5K Hold
149
– – ﹤0.01% 2536
2020
Q3 		$3K Hold
149
– – ﹤0.01% 2527
2020
Q2 		$4K Buy
+149
New +$4K ﹤0.01% 2345
2020
Q1 		– Sell
-51
Closed -$2K – 2701
2019
Q4 		$2K Hold
51
– – ﹤0.01% 2455
2019
Q3 		$1K Hold
51
– – ﹤0.01% 2557
2019
Q2 		$1K Buy
+51
New +$1.92K ﹤0.01% 2556
2018
Q3 		– Sell
-34
Closed -$1K – 2708
2018
Q2 		$1K Buy
+34
New +$1.22K ﹤0.01% 2398

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Steward Partners Investment Advisory's UBSI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its United Bankshares (UBSI) stake by 0.22% in Q2 2026, buying an estimated $175 and bringing the position to 1,799 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2693.

Steward Partners Investment Advisory first reported a position in UBSI in Q2 2018 and has held it in 29 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Steward Partners Investment Advisory held 1,799 shares of United Bankshares worth $82.5K as of Q2 2026.
  • Steward Partners Investment Advisory bought 4 United Bankshares shares in Q2 2026, an estimated $175.
  • United Bankshares made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2693 holding.
  • Steward Partners Investment Advisory first reported a position in United Bankshares in Q2 2018 and has held it in 29 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.