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TCM Advisors’s United Bankshares UBSI Stock Holding History

TCM Advisors’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
2025
Q2 		– Hold
0
– – – 25
2025
Q1 		– Hold
0
– – – 27
2024
Q4 		– Hold
0
– – – 24
2024
Q3 		– Hold
0
– – – 37
2024
Q2 		– Hold
0
– – – 32
2024
Q1 		– Hold
0
– – – 40
2023
Q4 		– Hold
0
– – – 35
2023
Q3 		– Hold
0
– – – 46
2023
Q2 		– Hold
0
– – – 49
2023
Q1 		– Hold
0
– – – 32
2022
Q4 		– Hold
0
– – – 45
2022
Q3 		– Hold
0
– – – 19
2022
Q2 		– Hold
0
– – – 20
2022
Q1 		– Sell
-35,027
Closed -$1.27M – 29
2021
Q4 		$1.27M Buy
+35,027
New +$1.29M 1.12% 27

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TCM Advisors's UBSI Position: Q2 2025 in Review

TCM Advisors held its United Bankshares (UBSI) position steady in Q2 2025 at 0 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #25.

TCM Advisors first reported a position in UBSI in Q4 2021 and has held it in 1 quarter since. The position peaked at $1.27M in Q4 2021. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

  • TCM Advisors held 0 shares of United Bankshares worth $1.09M as of Q2 2025.
  • TCM Advisors left its United Bankshares share count unchanged in Q2 2025.
  • United Bankshares made up 0.1% of TCM Advisors's portfolio in Q2 2025, its #25 holding.
  • TCM Advisors first reported a position in United Bankshares in Q4 2021 and has held it in 1 quarter since.
  • TCM Advisors's United Bankshares position peaked at $1.27M in Q4 2021.
  • 364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on TCM Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.