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Verity Asset Management’s United Bankshares UBSI Stock Holding History

Verity Asset 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 		$1.67M Buy
36,361
+5,266
+17% +$230K 0.63% 48
2026
Q1 		$1.29M Sell
31,095
-40
-0.1% -$1.66K 0.54% 59
2025
Q4 		$1.2M Sell
31,135
-30,703
-50% -$1.14M 0.51% 59
2025
Q3 		$2.3M Buy
61,838
+31,687
+105% +$1.18M 0.75% 31
2025
Q2 		$1.1M Sell
30,151
-26,239
-47% -$921K 0.52% 51
2025
Q1 		$1.96M Buy
56,390
+28,315
+101% +$1.04M 0.8% 27
2024
Q4 		$1.05M Sell
28,075
-24,017
-46% -$946K 0.59% 43
2024
Q3 		$1.93M Sell
52,092
-1,434
-3% -$52.3K 0.73% 32
2024
Q2 		$1.74M Buy
53,526
+29,505
+123% +$975K 0.68% 37
2024
Q1 		$860K Buy
24,021
+1,289
+6% +$45.6K 0.48% 52
2023
Q4 		$854K Sell
22,732
-84
-0.4% -$2.67K 0.54% 46
2023
Q3 		$629K Buy
22,816
+3,506
+18% +$106K 0.46% 63
2023
Q2 		$573K Sell
19,310
-14,606
-43% -$460K 0.42% 71
2023
Q1 		$1.19M Buy
33,916
+18,151
+115% +$712K 0.71% 42
2022
Q4 		$638K Sell
15,765
-6,525
-29% -$264K 0.55% 63
2022
Q3 		$797K Buy
+22,290
New +$831K 0.82% 37
2022
Q1 		$641K Sell
18,351
-69
-0.4% -$2.51K 0.41% 78
2021
Q4 		$668K Sell
18,420
-1,372
-7% -$50.5K 0.39% 70
2021
Q3 		$720K Buy
19,792
+2,179
+12% +$76.2K 0.47% 62
2021
Q2 		$643K Sell
17,613
-1,356
-7% -$53.3K 0.35% 81
2021
Q1 		$732K Buy
18,969
+805
+4% +$29.5K 0.44% 62
2020
Q4 		$589K Buy
18,164
+1,236
+7% +$34.9K 0.41% 64
2020
Q3 		$363K Buy
16,928
+3,433
+25% +$89.4K 0.28% 89
2020
Q2 		$373K Buy
+13,495
New +$362K 0.34% 72

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

Verity Asset Management's UBSI Position: Q2 2026 in Review

Verity Asset Management increased its United Bankshares (UBSI) stake by 17% in Q2 2026, buying an estimated $230K and bringing the position to 36,361 shares worth $1.67M. The position accounts for 0.63% of the portfolio, ranked #48.

Verity Asset Management first reported a position in UBSI in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.3M in Q3 2025. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Verity Asset Management held 36,361 shares of United Bankshares worth $1.67M as of Q2 2026.
  • Verity Asset Management bought 5,266 United Bankshares shares in Q2 2026, an estimated $230K.
  • United Bankshares made up 0.63% of Verity Asset Management's portfolio in Q2 2026, its #48 holding.
  • Verity Asset Management first reported a position in United Bankshares in Q2 2020 and has held it in 24 quarters since.
  • Verity Asset Management's United Bankshares position peaked at $2.3M in Q3 2025.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Verity Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.