Stifel Financial’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $882K | Sell |
21,291
-3,007
| -12% | -$125K | ﹤0.01% | 2522 |
|
|
2025
Q4 | $933K | Sell |
24,298
-5,406
| -18% | -$201K | ﹤0.01% | 2485 |
|
|
2025
Q3 | $1.11M | Sell |
29,704
-4,021
| -12% | -$150K | ﹤0.01% | 2340 |
|
|
2025
Q2 | $1.23M | Sell |
33,725
-225
| -0.7% | -$7.9K | ﹤0.01% | 2192 |
|
|
2025
Q1 | $1.18M | Sell |
33,950
-9,813
| -22% | -$360K | ﹤0.01% | 2124 |
|
|
2024
Q4 | $1.64M | Sell |
43,763
-59
| -0.1% | -$2.32K | ﹤0.01% | 1919 |
|
|
2024
Q3 | $1.63M | Buy |
43,822
+4,381
| +11% | +$160K | ﹤0.01% | 1909 |
|
|
2024
Q2 | $1.28M | Sell |
39,441
-9,274
| -19% | -$307K | ﹤0.01% | 2005 |
|
|
2024
Q1 | $1.74M | Sell |
48,715
-12,226
| -20% | -$432K | ﹤0.01% | 1816 |
|
|
2023
Q4 | $2.29M | Buy |
60,941
+1,577
| +3% | +$50.1K | ﹤0.01% | 1569 |
|
|
2023
Q3 | $1.64M | Sell |
59,364
-145
| -0.2% | -$4.37K | ﹤0.01% | 1723 |
|
|
2023
Q2 | $1.77M | Buy |
+59,509
| New | +$1.87M | ﹤0.01% | 1716 |
|
|
2023
Q1 | – | Sell |
-10,045
| Closed | -$407K | – | 3424 |
|
|
2022
Q4 | $407K | Buy |
+10,045
| New | +$407K | ﹤0.01% | 2592 |
|
|
2022
Q3 | – | Sell |
-9,798
| Closed | -$343K | – | 3386 |
|
|
2022
Q2 | $343K | Buy |
9,798
+1,721
| +21% | +$60.4K | ﹤0.01% | 2676 |
|
|
2022
Q1 | $282K | Sell |
8,077
-614
| -7% | -$22.3K | ﹤0.01% | 2909 |
|
|
2021
Q4 | $315K | Sell |
8,691
-96
| -1% | -$3.53K | ﹤0.01% | 2883 |
|
|
2021
Q3 | $319K | Buy |
8,787
+1,479
| +20% | +$51.7K | ﹤0.01% | 2865 |
|
|
2021
Q2 | $266K | Sell |
7,308
-494
| -6% | -$19.4K | ﹤0.01% | 2977 |
|
|
2021
Q1 | $301K | Buy |
+7,802
| New | +$286K | ﹤0.01% | 2793 |
|
|
2020
Q1 | – | Sell |
-33,863
| Closed | -$1.31M | – | 3083 |
|
|
2019
Q4 | $1.31M | Sell |
33,863
-4,183
| -11% | -$161K | ﹤0.01% | 1630 |
|
|
2019
Q3 | $1.44M | Buy |
38,046
+2,757
| +8% | +$102K | ﹤0.01% | 1524 |
|
|
2019
Q2 | $1.31M | Sell |
35,289
-84
| -0.2% | -$3.15K | ﹤0.01% | 1633 |
|
|
2019
Q1 | $1.28M | Sell |
35,373
-23,189
| -40% | -$836K | ﹤0.01% | 1507 |
|
|
2018
Q4 | $1.81M | Buy |
58,562
+618
| +1% | +$20.9K | 0.01% | 1210 |
|
|
2018
Q3 | $2.11M | Sell |
57,944
-110
| -0.2% | -$4.17K | 0.01% | 1235 |
|
|
2018
Q2 | $2.11M | Buy |
58,054
+10,564
| +22% | +$378K | 0.01% | 1182 |
|
|
2018
Q1 | $1.68M | Buy |
47,490
+12,196
| +35% | +$441K | 0.01% | 1260 |
|
|
2017
Q4 | $1.23M | Buy |
35,294
+26,413
| +297% | +$953K | ﹤0.01% | 1393 |
|
|
2017
Q3 | $329K | Buy |
+8,881
| New | +$313K | ﹤0.01% | 2109 |
|
|
2014
Q2 | – | Sell |
-16,530
| Closed | -$506K | – | 2261 |
|
|
2014
Q1 | $506K | Buy |
+16,530
| New | +$496K | ﹤0.01% | 1436 |
|
Other funds holding UBSI
VPM
VCM
Stifel Financial's UBSI Position: Q1 2026 in Review
Stifel Financial reduced its United Bankshares (UBSI) stake by 12% in Q1 2026, selling an estimated $125K and leaving 21,291 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.
Stifel Financial first reported a position in UBSI in Q1 2014 and has held it in 30 quarters since. The position peaked at $2.29M in Q4 2023. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.
- Stifel Financial held 21,291 shares of United Bankshares worth $882K as of Q1 2026.
- Stifel Financial sold 3,007 United Bankshares shares in Q1 2026, an estimated $125K.
- United Bankshares made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2522 holding.
- Stifel Financial first reported a position in United Bankshares in Q1 2014 and has held it in 30 quarters since.
- Stifel Financial's United Bankshares position peaked at $2.29M in Q4 2023.
- 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.