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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vise Technologies's UBSI Position: Q1 2026 in Review

Vise Technologies held its United Bankshares (UBSI) position steady in Q1 2026 at 8,093 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #1120.

Vise Technologies first reported a position in UBSI in Q3 2024 and has held it in 5 quarters since. The position peaked at $325K in Q2 2025. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Vise Technologies held 8,093 shares of United Bankshares worth $311K as of Q1 2026.
  • Vise Technologies left its United Bankshares share count unchanged in Q1 2026.
  • United Bankshares made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1120 holding.
  • Vise Technologies first reported a position in United Bankshares in Q3 2024 and has held it in 5 quarters since.
  • Vise Technologies's United Bankshares position peaked at $325K in Q2 2025.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.