Strategic Blueprint’s United Bankshares UBSI Stock Holding History

Strategic Blueprint’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 Q4	–	Sell	-20,547	Closed	-$765K	–	779
2025 Q3	$765K	Sell	20,547 -5,001	-20%	-$186K	0.03%	384
2025 Q2	$931K	Buy	25,548 +15,460	+153%	+$543K	0.05%	311
2025 Q1	$350K	Buy	+10,088	New	+$370K	0.02%	502
2021 Q3	–	Sell	-282	Closed	-$10K	–	1260
2021 Q2	$10K	Buy	+282	New	+$11.1K	﹤0.01%	972
2020 Q3	–	Sell	-23,390	Closed	-$647K	–	231
2020 Q2	$647K	Buy	+23,390	New	+$628K	0.23%	87
2019 Q4	–	Sell	-282	Closed	-$11K	–	395
2019 Q3	$11K	Buy	+282	New	+$10.4K	0.01%	292

Other funds holding UBSI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Strategic Blueprint's UBSI Position: Q4 2025 in Review

Strategic Blueprint sold out of United Bankshares (UBSI) in Q4 2025, closing a stake of 20,547 shares — an estimated $765K sold.

Strategic Blueprint first reported a position in UBSI in Q3 2019 and held it in 6 quarters. The position peaked at $931K in Q2 2025. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

Strategic Blueprint reported no remaining United Bankshares position as of Q4 2025 after selling out during the quarter.
Strategic Blueprint sold 20,547 United Bankshares shares in Q4 2025, an estimated $765K.
Strategic Blueprint first reported a position in United Bankshares in Q3 2019 and held it in 6 quarters.
Strategic Blueprint's United Bankshares position peaked at $931K in Q2 2025.
395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.