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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 Technology 18.01%
3 Financials 12.17%
4 Healthcare 6.87%
5 Consumer Staples 3.87%

No holdings matched the selected filter criteria.

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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 Technology and Financials.

  • 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.