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Strive Financial Group’s United Bankshares UBSI Stock Holding History

Strive 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
2026
Q2 		$1.15K Hold
25
– – ﹤0.01% 692
2026
Q1 		$1K Sell
25
-17
-40% -$707 ﹤0.01% 743
2025
Q4 		$1.61K Buy
+42
New +$1.56K ﹤0.01% 591

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

Strive Financial Group's UBSI Position: Q2 2026 in Review

Strive Financial Group held its United Bankshares (UBSI) position steady in Q2 2026 at 25 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Strive Financial Group first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.61K in Q4 2025. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Strive Financial Group held 25 shares of United Bankshares worth $1.15K as of Q2 2026.
  • Strive Financial Group left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #692 holding.
  • Strive Financial Group first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's United Bankshares position peaked at $1.61K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.