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Vise Technologies’s United Bankshares UBSI Stock Holding History

Vise Technologies’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 		$464K Buy
10,135
+2,042
+25% +$89.3K 0.01% 1199
2026
Q1 		$311K Hold
8,093
– – 0.01% 1120
2025
Q4 		$311K Buy
8,093
+2,259
+39% +$84.1K 0.01% 1126
2025
Q3 		$217K Sell
5,834
-3,083
-35% -$115K 0.01% 1085
2025
Q2 		$325K Buy
+8,917
New +$313K 0.01% 816
2024
Q4 		– Sell
-7,356
Closed -$273K – 841
2024
Q3 		$273K Buy
+7,356
New +$268K 0.03% 473

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vise Technologies's UBSI Position: Q2 2026 in Review

Vise Technologies increased its United Bankshares (UBSI) stake by 25% in Q2 2026, buying an estimated $89.3K and bringing the position to 10,135 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #1199.

Vise Technologies first reported a position in UBSI in Q3 2024 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Vise Technologies held 10,135 shares of United Bankshares worth $464K as of Q2 2026.
  • Vise Technologies bought 2,042 United Bankshares shares in Q2 2026, an estimated $89.3K.
  • United Bankshares made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1199 holding.
  • Vise Technologies first reported a position in United Bankshares in Q3 2024 and has held it in 6 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.