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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Financial's UBSI Position: Q1 2026 in Review

Summit Financial reduced its United Bankshares (UBSI) stake by 63% in Q1 2026, selling an estimated $371K and leaving 5,193 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Summit Financial first reported a position in UBSI in Q4 2024 and has held it in 6 quarters since. The position peaked at $660K in Q3 2025. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Summit Financial held 5,193 shares of United Bankshares worth $217K as of Q1 2026.
  • Summit Financial sold 8,919 United Bankshares shares in Q1 2026, an estimated $371K.
  • United Bankshares made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1319 holding.
  • Summit Financial first reported a position in United Bankshares in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's United Bankshares position peaked at $660K in Q3 2025.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.