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UBV

United Bank (Virginia) Portfolio holdings

AUM $853M
1-Year Est. Return 34.07%
This Fund
S&P 500
This Quarter Est. Return
+14.51%
1 Year Est. Return
+34.07%
3 Year Est. Return
+76.1%
5 Year Est. Return
+99.67%
10 Year Est. Return
+313.94%
AUM
$853M
AUM Growth
+$71.9M
Cap. Flow
-$2.22M
Cap. Flow %
-0.26%
Top 10 Hldgs %
51.08%
Holding
132
New
11
Increased
34
Reduced
53
Closed
2

Top Buys

Rank Stock Value
1
V icon
Visa
V
+$1.82M
2
SYK icon
Stryker
SYK
+$1.73M
3
ATO icon
Atmos Energy
ATO
+$1.69M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.28M
5
SPCX
SpaceX
SPCX
+$866K

Top Sells

Rank Stock Value
1
GLW icon
Corning
GLW
+$3.31M
2
CMI icon
Cummins
CMI
+$1.08M
3
AAPL icon
Apple
AAPL
+$1.07M
4
CSCO icon
Cisco
CSCO
+$1.04M
5
IRM icon
Iron Mountain
IRM
+$848K

Sector Composition

Rank Sector Weight
1 Industrials 26.57%
2 Miscellaneous 20.33%
3 Technology 18.01%
4 Financials 12.17%
5 Healthcare 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
51
Micron Technology
MU
$1.04T
$3.05M 0.36%
2,640
-30
-1% -$22.5K
SPY icon
52
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$2.72M 0.32%
3,638
– –
VUG icon
53
Vanguard Morningstar Growth ETF
VUG
$226B
$2.44M 0.29%
28,326
+882
+3% +$74.2K
EFA icon
54
iShares MSCI EAFE ETF
EFA
$78.2B
$2.29M 0.27%
22,055
-2,675
-11% -$275K
AMZN icon
55
Amazon
AMZN
$2.73T
$2.13M 0.25%
8,923
-214
-2% -$53.7K
LLY icon
56
Eli Lilly
LLY
$1.01T
$2.1M 0.25%
1,751
-35
-2% -$35.8K
EMXC icon
57
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.9B
$2.05M 0.24%
20,020
-1,055
-5% -$99.5K
BIV icon
58
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$2.02M 0.24%
26,300
+4,051
+18% +$311K
GOOG icon
59
Alphabet (Google) Class C
GOOG
$4.23T
$1.9M 0.22%
5,366
-227
-4% -$81.1K
GOOGL icon
60
Alphabet (Google) Class A
GOOGL
$4.27T
$1.78M 0.21%
4,994
-164
-3% -$59K
AEP icon
61
American Electric Power
AEP
$66.5B
$1.7M 0.2%
12,432
– –
VXUS icon
62
Vanguard Total International Stock ETF
VXUS
$163B
$1.58M 0.19%
18,500
-1,500
-8% -$126K
ABBV icon
63
AbbVie
ABBV
$463B
$1.53M 0.18%
6,081
-1,126
-16% -$242K
INTC icon
64
Intel
INTC
$514B
$1.51M 0.18%
10,788
– –
IWF icon
65
iShares Russell 1000 Growth ETF
IWF
$124B
$1.48M 0.17%
11,904
– –
AMD icon
66
Advanced Micro Devices
AMD
$805B
$1.45M 0.17%
2,500
+388
+18% +$159K
VZ icon
67
Verizon
VZ
$213B
$1.43M 0.17%
33,862
+4,767
+16% +$224K
VBK icon
68
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.9B
$1.39M 0.16%
3,811
+1,041
+38% +$355K
TFC icon
69
Truist Financial
TFC
$61.2B
$1.35M 0.16%
27,000
– –
APP icon
70
Applovin
APP
$112B
$1.29M 0.15%
2,505
-65
-3% -$31.4K
IEFA icon
71
iShares Core MSCI EAFE ETF
IEFA
$194B
$1.27M 0.15%
13,173
+4,500
+52% +$432K
T icon
72
AT&T
T
$182B
$1.23M 0.14%
59,305
+15,125
+34% +$375K
SO icon
73
Southern Company
SO
$100B
$1.2M 0.14%
12,492
+976
+8% +$91.9K
MUB icon
74
iShares National Muni Bond ETF
MUB
$44.6B
$1.18M 0.14%
10,971
+19
+0.2% +$2.03K
DELL icon
75
Dell
DELL
$340B
$1.06M 0.12%
+2,448
New +$708K
1 2
3
4 5

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DCM
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United Bank (Virginia)'s Q2 2026 Portfolio in Review

As of Q2 2026, United Bank (Virginia) held 132 positions worth $853M, up 9.2% from $781M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

United Bank (Virginia)'s Q2 2026 filing shows 11 new, 34 increased, 53 reduced and 2 closed positions. Its largest new stake was SpaceX: 5,100 shares worth $871K. The largest sale was Corning, an estimated $3.31M.

By sector, the portfolio is most concentrated in Industrials at 27% of assets, down from 28% a quarter earlier, followed by Miscellaneous and Technology.

  • United Bank (Virginia)'s largest Q2 2026 buy was SpaceX: 5,100 shares worth $871K.
  • United Bank (Virginia) added most to Visa in Q2 2026, an estimated $1.82M increase.
  • United Bank (Virginia)'s biggest Q2 2026 reduction was Corning, cutting an estimated $3.31M.
  • United Bank (Virginia) fully exited iShares Biotechnology ETF in Q2 2026, selling an estimated $322K.
  • United Bank (Virginia)'s ten largest holdings make up 51% of its $853M portfolio in Q2 2026.
  • United Bank (Virginia) opened 11 new positions and closed 2 in Q2 2026.
  • United Bank (Virginia)'s portfolio value rose 9.2% quarter-over-quarter to $853M.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.