Tacita Capital’s United Bankshares UBSI Stock Holding History

Tacita Capital’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	–	Sell	-321	Closed	-$13.3K	–	245
2026 Q1	$13.3K	Buy	+321	New	+$13.3K	0.01%	200

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tacita Capital's UBSI Position: Q2 2026 in Review

Tacita Capital sold out of United Bankshares (UBSI) in Q2 2026, closing a stake of 321 shares — an estimated $13.3K sold.

Tacita Capital first reported a position in UBSI in Q1 2026 and held it in 1 quarter. The position peaked at $13.3K in Q1 2026. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Tacita Capital reported no remaining United Bankshares position as of Q2 2026 after selling out during the quarter.
Tacita Capital sold 321 United Bankshares shares in Q2 2026, an estimated $13.3K.
Tacita Capital first reported a position in United Bankshares in Q1 2026 and held it in 1 quarter.
Tacita Capital's United Bankshares position peaked at $13.3K in Q1 2026.
450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.