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Transamerica Financial Advisors’s United Bankshares UBSI Stock Holding History

Transamerica Financial 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
2026
Q2 		$508 Hold
11
– – ﹤0.01% 1687
2026
Q1 		$455 Buy
+11
New +$457 ﹤0.01% 1501

Other funds holding UBSI

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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Transamerica Financial Advisors's UBSI Position: Q2 2026 in Review

Transamerica Financial Advisors held its United Bankshares (UBSI) position steady in Q2 2026 at 11 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Transamerica Financial Advisors first reported a position in UBSI in Q1 2026 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Transamerica Financial Advisors held 11 shares of United Bankshares worth $508 as of Q2 2026.
  • Transamerica Financial Advisors left its United Bankshares share count unchanged in Q2 2026.
  • United Bankshares made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1687 holding.
  • Transamerica Financial Advisors first reported a position in United Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.