SF
UBSI icon

Summit Financial’s United Bankshares UBSI Stock Holding History

Summit Financial’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 		$240K Buy
5,201
+8
+0.2% +$350 ﹤0.01% 1435
2026
Q1 		$217K Sell
5,193
-8,919
-63% -$371K ﹤0.01% 1319
2025
Q4 		$547K Sell
14,112
-3,630
-20% -$135K 0.01% 869
2025
Q3 		$660K Buy
17,742
+68
+0.4% +$2.54K 0.01% 784
2025
Q2 		$650K Sell
17,674
-128
-0.7% -$4.5K 0.01% 508
2025
Q1 		$617K Buy
17,802
+5,984
+51% +$219K 0.02% 462
2024
Q4 		$448K Buy
+11,818
New +$465K 0.02% 466

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

Summit Financial's UBSI Position: Q2 2026 in Review

Summit Financial increased its United Bankshares (UBSI) stake by 0.15% in Q2 2026, buying an estimated $350 and bringing the position to 5,201 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Summit Financial first reported a position in UBSI in Q4 2024 and has held it in 7 quarters since. The position peaked at $660K in Q3 2025. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Summit Financial held 5,201 shares of United Bankshares worth $240K as of Q2 2026.
  • Summit Financial bought 8 United Bankshares shares in Q2 2026, an estimated $350.
  • United Bankshares made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1435 holding.
  • Summit Financial first reported a position in United Bankshares in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's United Bankshares position peaked at $660K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.