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Vaughan Nelson Investment Management’s United Bankshares UBSI Stock Holding History

Vaughan Nelson Investment Management’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
Q2 		$52.2M Buy
1,139,377
+307,037
+37% +$13.4M 0.46% 96
2026
Q1 		$34.5M Buy
+832,340
New +$34.6M 0.35% 109
2025
Q1 		– Sell
-1,612,170
Closed -$60.5M – 232
2024
Q4 		$60.5M Buy
1,612,170
+54,089
+3% +$2.13M 0.56% 61
2024
Q3 		$57.8M Buy
1,558,081
+223,150
+17% +$8.14M 0.51% 68
2024
Q2 		$43.3M Buy
1,334,931
+23,640
+2% +$781K 0.4% 83
2024
Q1 		$46.9M Buy
1,311,291
+169,200
+15% +$5.98M 0.41% 80
2023
Q4 		$42.9M Buy
1,142,091
+581,870
+104% +$18.5M 0.43% 74
2023
Q3 		$15.5M Buy
560,221
+388,730
+227% +$11.7M 0.17% 134
2023
Q2 		$5.09M Sell
171,491
-145,689
-46% -$4.59M 0.06% 152
2023
Q1 		$11.2M Sell
317,180
-232,520
-42% -$9.13M 0.14% 128
2022
Q4 		$22.3M Sell
549,700
-86,425
-14% -$3.5M 0.29% 105
2022
Q3 		$22.7M Buy
636,125
+57,850
+10% +$2.16M 0.33% 93
2022
Q2 		$20.3M Sell
578,275
-59,420
-9% -$2.08M 0.27% 108
2022
Q1 		$22.2M Sell
637,695
-117,630
-16% -$4.27M 0.25% 106
2021
Q4 		$27.4M Sell
755,325
-158,790
-17% -$5.85M 0.28% 108
2021
Q3 		$33.3M Buy
+914,115
New +$32M 0.34% 94

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vaughan Nelson Investment Management's UBSI Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its United Bankshares (UBSI) stake by 37% in Q2 2026, buying an estimated $13.4M and bringing the position to 1,139,377 shares worth $52.2M. The position accounts for 0.46% of the portfolio, ranked #96.

Vaughan Nelson Investment Management first reported a position in UBSI in Q3 2021 and has held it in 16 quarters since. The position peaked at $60.5M in Q4 2024. 449 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Vaughan Nelson Investment Management held 1,139,377 shares of United Bankshares worth $52.2M as of Q2 2026.
  • Vaughan Nelson Investment Management bought 307,037 United Bankshares shares in Q2 2026, an estimated $13.4M.
  • United Bankshares made up 0.46% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #96 holding.
  • Vaughan Nelson Investment Management first reported a position in United Bankshares in Q3 2021 and has held it in 16 quarters since.
  • Vaughan Nelson Investment Management's United Bankshares position peaked at $60.5M in Q4 2024.
  • 449 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.