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Systematic Financial Management’s United Bankshares UBSI Stock Holding History

Systematic Financial Management’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 		$19.1M Sell
416,064
-15,936
-4% -$697K 0.38% 100
2026
Q1 		$17.9M Sell
432,000
-3,530
-0.8% -$147K 0.41% 97
2025
Q4 		$16.7M Buy
435,530
+1,021
+0.2% +$38K 0.39% 101
2025
Q3 		$16.2M Buy
434,509
+5,417
+1% +$202K 0.39% 101
2025
Q2 		$15.6M Buy
429,092
+5,613
+1% +$197K 0.42% 96
2025
Q1 		$14.7M Buy
423,479
+23,747
+6% +$870K 0.42% 100
2024
Q4 		$15M Buy
399,732
+8,704
+2% +$343K 0.38% 109
2024
Q3 		$14.5M Buy
391,028
+111,989
+40% +$4.09M 0.37% 111
2024
Q2 		$9.05M Buy
279,039
+118,501
+74% +$3.92M 0.28% 132
2024
Q1 		$5.75M Sell
160,538
-3,577
-2% -$126K 0.16% 151
2023
Q4 		$6.16M Sell
164,115
-3,038
-2% -$96.5K 0.18% 148
2023
Q3 		$4.61M Sell
167,153
-1,350
-0.8% -$40.7K 0.15% 149
2023
Q2 		$5M Sell
168,503
-5,832
-3% -$184K 0.16% 144
2023
Q1 		$6.14M Buy
174,335
+450
+0.3% +$17.7K 0.2% 138
2022
Q4 		$7.04M Sell
173,885
-6,802
-4% -$276K 0.23% 138
2022
Q3 		$6.46M Buy
180,687
+714
+0.4% +$26.6K 0.24% 139
2022
Q2 		$6.31M Buy
179,973
+2,442
+1% +$85.7K 0.22% 142
2022
Q1 		$6.19M Sell
177,531
-400
-0.2% -$14.5K 0.19% 140
2021
Q4 		$6.46M Sell
177,931
-5,944
-3% -$219K 0.19% 142
2021
Q3 		$6.69M Buy
183,875
+27,741
+18% +$970K 0.21% 140
2021
Q2 		$5.7M Buy
156,134
+23,287
+18% +$915K 0.17% 148
2021
Q1 		$5.13M Sell
132,847
-8,479
-6% -$311K 0.19% 146
2020
Q4 		$4.58M Sell
141,326
-11,700
-8% -$330K 0.2% 148
2020
Q3 		$3.29M Buy
153,026
+20,750
+16% +$540K 0.18% 151
2020
Q2 		$3.66M Buy
+132,276
New +$3.55M 0.19% 149

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

Systematic Financial Management's UBSI Position: Q2 2026 in Review

Systematic Financial Management reduced its United Bankshares (UBSI) stake by 3.7% in Q2 2026, selling an estimated $697K and leaving 416,064 shares worth $19.1M. The position accounts for 0.38% of the portfolio, ranked #100.

Systematic Financial Management first reported a position in UBSI in Q2 2020 and has held it in 25 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Systematic Financial Management held 416,064 shares of United Bankshares worth $19.1M as of Q2 2026.
  • Systematic Financial Management sold 15,936 United Bankshares shares in Q2 2026, an estimated $697K.
  • United Bankshares made up 0.38% of Systematic Financial Management's portfolio in Q2 2026, its #100 holding.
  • Systematic Financial Management first reported a position in United Bankshares in Q2 2020 and has held it in 25 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.