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TD Capital Management’s United Bankshares UBSI Stock Holding History

TD Capital 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
Q1 		$2.36K Buy
+57
New +$2.37K ﹤0.01% 652
2019
Q1 		– Sell
-4
Closed – – 227
2018
Q4 		$0 Hold
4
– – ﹤0.01% 228
2018
Q3 		$0 Hold
4
– – ﹤0.01% 209
2018
Q2 		$0 Hold
4
– – ﹤0.01% 193
2018
Q1 		$0 Hold
4
– – ﹤0.01% 198
2017
Q4 		$0 Hold
4
– – ﹤0.01% 261
2017
Q3 		$0 Hold
4
– – ﹤0.01% 273
2017
Q2 		$0 Buy
+4
New +$159 ﹤0.01% 185

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

TD Capital Management's UBSI Position: Q1 2026 in Review

TD Capital Management opened a new position in United Bankshares (UBSI) in Q1 2026: 57 shares worth $2.36K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: TD Capital Management previously reported a position in UBSI as recently as Q4 2018.

TD Capital Management first reported a position in UBSI in Q2 2017 and has held it in 8 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • TD Capital Management held 57 shares of United Bankshares worth $2.36K as of Q1 2026.
  • United Bankshares was a new TD Capital Management position in Q1 2026.
  • United Bankshares made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #652 holding.
  • TD Capital Management first reported a position in United Bankshares in Q2 2017 and has held it in 8 quarters since.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.