Virginia Estate & Retirement Planning Advisors’s United Bankshares UBSI Stock Holding History

Virginia Estate & Retirement Planning Advisors’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	$2.57K	Buy	+56	New	+$2.45K	﹤0.01%	165

Other funds holding UBSI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Virginia Estate & Retirement Planning Advisors's UBSI Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in United Bankshares (UBSI) in Q2 2026: 56 shares worth $2.57K. The stake represents ﹤0.01% of the portfolio and ranks #165 among its holdings.

444 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 56 shares of United Bankshares worth $2.57K as of Q2 2026.
United Bankshares was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
United Bankshares made up ﹤0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #165 holding.
444 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.