United Services Automobile Association’s United Bankshares UBSI Stock Holding History

United Services Automobile Association’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
2025 Q2	–	Sell	-8,592	Closed	-$296K	–	960
2025 Q1	$296K	Buy	+8,592	New	+$315K	0.01%	832
2024 Q3	–	Sell	-11,655	Closed	-$378K	–	449
2024 Q2	$378K	Sell	11,655 -1,016	-8%	-$33.6K	0.01%	381
2024 Q1	$453K	Hold	12,671	–	–	0.01%	352
2023 Q4	$476K	Buy	12,671 +1,652	+15%	+$52.5K	0.01%	341
2023 Q3	$304K	Buy	+11,019	New	+$332K	0.01%	358
2023 Q1	–	Sell	-14,591	Closed	-$591K	–	526
2022 Q4	$591K	Hold	14,591	–	–	0.01%	401
2022 Q3	$522K	Hold	14,591	–	–	0.01%	413
2022 Q2	$511K	Buy	+14,591	New	+$512K	0.01%	417
2019 Q3	–	Sell	-15,601	Closed	-$579K	–	1649
2019 Q2	$579K	Sell	15,601 -938	-6%	-$35.2K	﹤0.01%	1555
2019 Q1	$599K	Hold	16,539	–	–	﹤0.01%	1548
2018 Q4	$515K	Hold	16,539	–	–	﹤0.01%	1547
2018 Q3	$601K	Hold	16,539	–	–	﹤0.01%	1602
2018 Q2	$602K	Hold	16,539	–	–	﹤0.01%	1604
2018 Q1	$583K	Buy	+16,539	New	+$599K	﹤0.01%	1638

Other funds holding UBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

United Services Automobile Association's UBSI Position: Q2 2025 in Review

United Services Automobile Association sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 8,592 shares — an estimated $296K sold.

United Services Automobile Association first reported a position in UBSI in Q1 2018 and held it in 14 quarters. The position peaked at $602K in Q2 2018. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

United Services Automobile Association reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 8,592 United Bankshares shares in Q2 2025, an estimated $296K.
United Services Automobile Association first reported a position in United Bankshares in Q1 2018 and held it in 14 quarters.
United Services Automobile Association's United Bankshares position peaked at $602K in Q2 2018.
364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.