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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
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 $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

Twin Peaks Wealth Advisors's UBSI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in United Bankshares (UBSI) in Q1 2026: 179 shares worth $7.41K. The stake represents ﹤0.01% of the portfolio and ranks #1209 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in UBSI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in UBSI in Q2 2025 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 179 shares of United Bankshares worth $7.41K as of Q1 2026.
  • United Bankshares was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • United Bankshares made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1209 holding.
  • Twin Peaks Wealth Advisors first reported a position in United Bankshares in Q2 2025 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.