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Twin Peaks Wealth Advisors’s United Bankshares UBSI Stock Holding History

Twin Peaks Wealth 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 		– Sell
-179
Closed -$7.41K – 2068
2026
Q1 		$7.41K Buy
+179
New +$7.44K ﹤0.01% 1209
2025
Q3 		– Sell
-195
Closed -$7.23K – 1995
2025
Q2 		$7.23K Buy
+195
New +$6.85K ﹤0.01% 1101

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
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

Twin Peaks Wealth Advisors's UBSI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of United Bankshares (UBSI) in Q2 2026, closing a stake of 179 shares — an estimated $7.41K sold.

Twin Peaks Wealth Advisors first reported a position in UBSI in Q2 2025 and held it in 2 quarters. The position peaked at $7.41K in Q1 2026. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining United Bankshares position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 179 United Bankshares shares in Q2 2026, an estimated $7.41K.
  • Twin Peaks Wealth Advisors first reported a position in United Bankshares in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's United Bankshares position peaked at $7.41K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.