Toth Financial Advisory’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $538K | Hold |
11,738
| – | – | 0.05% | 173 |
|
|
2026
Q1 | $486K | Hold |
11,738
| – | – | 0.05% | 167 |
|
|
2025
Q4 | $451K | Hold |
11,738
| – | – | 0.05% | 173 |
|
|
2025
Q3 | $437K | Hold |
11,738
| – | – | 0.05% | 175 |
|
|
2025
Q2 | $428K | Hold |
11,738
| – | – | 0.05% | 174 |
|
|
2025
Q1 | $407K | Hold |
11,738
| – | – | 0.05% | 169 |
|
|
2024
Q4 | $441K | Hold |
11,738
| – | – | 0.05% | 164 |
|
|
2024
Q3 | $435K | Hold |
11,738
| – | – | 0.05% | 168 |
|
|
2024
Q2 | $381K | Hold |
11,738
| – | – | 0.05% | 167 |
|
|
2024
Q1 | $420K | Hold |
11,738
| – | – | 0.05% | 167 |
|
|
2023
Q4 | $441K | Hold |
11,738
| – | – | 0.06% | 167 |
|
|
2023
Q3 | $324K | Hold |
11,738
| – | – | 0.05% | 168 |
|
|
2023
Q2 | $348K | Hold |
11,738
| – | – | 0.05% | 163 |
|
|
2023
Q1 | $413K | Hold |
11,738
| – | – | 0.06% | 153 |
|
|
2022
Q4 | $475K | Hold |
11,738
| – | – | 0.08% | 156 |
|
|
2022
Q3 | $420K | Hold |
11,738
| – | – | 0.08% | 145 |
|
|
2022
Q2 | $412K | Hold |
11,738
| – | – | 0.07% | 147 |
|
|
2022
Q1 | $409K | Hold |
11,738
| – | – | 0.06% | 164 |
|
|
2021
Q4 | $426K | Hold |
11,738
| – | – | 0.06% | 180 |
|
|
2021
Q3 | $427K | Hold |
11,738
| – | – | 0.06% | 164 |
|
|
2021
Q2 | $428K | Hold |
11,738
| – | – | 0.07% | 155 |
|
|
2021
Q1 | $453K | Hold |
11,738
| – | – | 0.07% | 167 |
|
|
2020
Q4 | $380K | Hold |
11,738
| – | – | 0.07% | 158 |
|
|
2020
Q3 | $252K | Hold |
11,738
| – | – | 0.05% | 176 |
|
|
2020
Q2 | $325K | Hold |
11,738
| – | – | 0.07% | 135 |
|
|
2020
Q1 | $271K | Hold |
11,738
| – | – | 0.08% | 115 |
|
|
2019
Q4 | $454K | Hold |
11,738
| – | – | 0.09% | 137 |
|
|
2019
Q3 | $445K | Hold |
11,738
| – | – | 0.1% | 117 |
|
|
2019
Q2 | $435K | Buy |
11,738
+10,579
| +913% | +$397K | 0.1% | 112 |
|
|
2019
Q1 | $42K | Hold |
1,159
| – | – | 0.01% | 223 |
|
|
2018
Q4 | $36K | Hold |
1,159
| – | – | 0.01% | 206 |
|
|
2018
Q3 | $42K | Hold |
1,159
| – | – | 0.01% | 214 |
|
|
2018
Q2 | $42K | Hold |
1,159
| – | – | 0.01% | 219 |
|
|
2018
Q1 | $41K | Hold |
1,159
| – | – | 0.01% | 224 |
|
|
2017
Q4 | $40K | Buy |
+1,159
| New | +$41.8K | 0.01% | 225 |
|
Other funds holding UBSI
Toth Financial Advisory's UBSI Position: Q2 2026 in Review
Toth Financial Advisory held its United Bankshares (UBSI) position steady in Q2 2026 at 11,738 shares worth $538K. The position accounts for 0.05% of the portfolio, ranked #173.
Toth Financial Advisory first reported a position in UBSI in Q4 2017 and has held it in 35 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.
- Toth Financial Advisory held 11,738 shares of United Bankshares worth $538K as of Q2 2026.
- Toth Financial Advisory left its United Bankshares share count unchanged in Q2 2026.
- United Bankshares made up 0.05% of Toth Financial Advisory's portfolio in Q2 2026, its #173 holding.
- Toth Financial Advisory first reported a position in United Bankshares in Q4 2017 and has held it in 35 quarters since.
- 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.
Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.