Strategic Wealth Investment Group’s United Bankshares UBSI Stock Holding History

Strategic Wealth Investment 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
2025 Q4	–	Sell	-9,033	Closed	-$336K	–	124
2025 Q3	$336K	Buy	+9,033	New	+$337K	0.03%	97
2025 Q1	–	Sell	-9,033	Closed	-$339K	–	113
2024 Q4	$339K	Hold	9,033	–	–	0.04%	109
2024 Q3	$325K	Hold	9,033	–	–	0.03%	106
2024 Q2	$292K	Buy	+9,033	New	+$299K	0.04%	107
2023 Q4	$339K	Hold	9,033	–	–	0.05%	97
2023 Q3	$249K	Hold	9,033	–	–	0.05%	90
2023 Q2	$268K	Hold	9,033	–	–	0.04%	105
2023 Q1	$318K	Hold	9,033	–	–	0.06%	102
2022 Q4	$352K	Hold	9,033	–	–	0.08%	85
2022 Q3	$323K	Hold	9,033	–	–	0.09%	78
2022 Q2	$317K	Hold	9,033	–	–	0.08%	104
2022 Q1	$315K	Sell	9,033 -5,458	-38%	-$198K	0.08%	75
2021 Q4	$526K	Hold	14,491	–	–	0.14%	59
2021 Q3	$527K	Buy	+14,491	New	+$507K	0.16%	60

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Strategic Wealth Investment Group's UBSI Position: Q4 2025 in Review

Strategic Wealth Investment Group sold out of United Bankshares (UBSI) in Q4 2025, closing a stake of 9,033 shares — an estimated $336K sold.

Strategic Wealth Investment Group first reported a position in UBSI in Q3 2021 and held it in 14 quarters. The position peaked at $527K in Q3 2021. 395 funds tracked by Wall St. Rank hold UBSI as of Q4 2025.

Strategic Wealth Investment Group reported no remaining United Bankshares position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 9,033 United Bankshares shares in Q4 2025, an estimated $336K.
Strategic Wealth Investment Group first reported a position in United Bankshares in Q3 2021 and held it in 14 quarters.
Strategic Wealth Investment Group's United Bankshares position peaked at $527K in Q3 2021.
395 funds tracked by Wall St. Rank held United Bankshares as of Q4 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2025, filed 11 Feb 2026.