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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
+6.75%
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
$781M
AUM Growth
+$23.7M
Cap. Flow
-$15.6M
Cap. Flow %
-2%
Top 10 Hldgs %
49.81%
Holding
133
New
5
Increased
22
Reduced
61
Closed
12

Top Buys

Rank Stock Value
1
V icon
Visa
V
+$5.66M
2
SYK icon
Stryker
SYK
+$5.44M
3
ATO icon
Atmos Energy
ATO
+$4.85M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.49M
5
ABT icon
Abbott
ABT
+$1.02M

Top Sells

Rank Stock Value
1
GLW icon
Corning
GLW
+$8.01M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.96M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.78M
4
CMI icon
Cummins
CMI
+$2.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.1M

Sector Composition

Rank Sector Weight
1 Industrials 27.59%
2 Technology 14.48%
3 Financials 12.22%
4 Healthcare 7.5%
5 Energy 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
126
IBM
IBM
$221B
– –
-705
Closed -$209K
IWB icon
127
iShares Russell 1000 ETF
IWB
$50.2B
– –
-650
Closed -$243K
LOW icon
128
Lowe's Companies
LOW
$121B
– –
-1,027
Closed -$248K
NFLX icon
129
Netflix
NFLX
$309B
– –
-4,700
Closed -$441K
PANW icon
130
Palo Alto Networks
PANW
$314B
– –
-1,430
Closed -$263K
WK icon
131
Workiva
WK
$3.69B
– –
-2,639
Closed -$228K
XLK icon
132
State Street Technology Select Sector SPDR ETF
XLK
$124B
– –
-1,424
Closed -$205K
ZTS icon
133
Zoetis
ZTS
$30.4B
– –
-1,600
Closed -$201K
2 3 4 5
6

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United Bank (Virginia)'s Q1 2026 Portfolio in Review

As of Q1 2026, United Bank (Virginia) held 133 positions worth $781M, up 3.1% from $757M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

United Bank (Virginia)'s Q1 2026 filing shows 5 new, 22 increased, 61 reduced and 12 closed positions. Its largest new stake was Stryker: 15,146 shares worth $4.98M. The largest sale was Corning, an estimated $8.01M.

By sector, the portfolio is most concentrated in Industrials at 28% of assets, up from 26% a quarter earlier, followed by Technology and Financials.

  • United Bank (Virginia)'s largest Q1 2026 buy was Stryker: 15,146 shares worth $4.98M.
  • United Bank (Virginia) added most to Visa in Q1 2026, an estimated $5.66M increase.
  • United Bank (Virginia)'s biggest Q1 2026 reduction was Corning, cutting an estimated $8.01M.
  • United Bank (Virginia) fully exited Netflix in Q1 2026, selling an estimated $441K.
  • United Bank (Virginia)'s ten largest holdings make up 50% of its $781M portfolio in Q1 2026.
  • United Bank (Virginia) opened 5 new positions and closed 12 in Q1 2026.
  • United Bank (Virginia)'s portfolio value rose 3.1% quarter-over-quarter to $781M.

Based on United Bank (Virginia)'s 13F filing for Q1 2026, filed 11 May 2026.