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TSG Advice Partners’s United Bankshares UBSI Stock Holding History

TSG Advice Partners’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 		$290K Buy
+7,012
New +$292K 0.04% 113

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TSG Advice Partners's UBSI Position: Q1 2026 in Review

TSG Advice Partners opened a new position in United Bankshares (UBSI) in Q1 2026: 7,012 shares worth $290K. The stake represents 0.04% of the portfolio and ranks #113 among its holdings.

419 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • TSG Advice Partners held 7,012 shares of United Bankshares worth $290K as of Q1 2026.
  • United Bankshares was a new TSG Advice Partners position in Q1 2026.
  • United Bankshares made up 0.04% of TSG Advice Partners's portfolio in Q1 2026, its #113 holding.
  • 419 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.