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Wealthspire Advisors (New York)’s United Bankshares UBSI Stock Holding History

Wealthspire Advisors (New York)’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 		$4.31M Buy
104,053
+94,971
+1,046% +$3.95M 0.03% 179
2025
Q4 		$349K Buy
9,082
+990
+12% +$36.9K ﹤0.01% 740
2025
Q3 		$301K Sell
8,092
-299
-4% -$11.1K ﹤0.01% 665
2025
Q2 		$306K Sell
8,391
-15
-0.2% -$527 ﹤0.01% 660
2025
Q1 		$292K Buy
8,406
+61
+0.7% +$2.23K ﹤0.01% 647
2024
Q4 		$314K Sell
8,345
-123
-1% -$4.84K ﹤0.01% 638
2024
Q3 		$315K Buy
8,468
+169
+2% +$6.17K ﹤0.01% 610
2024
Q2 		$270K Buy
8,299
+98
+1% +$3.24K ﹤0.01% 560
2024
Q1 		$294K Buy
8,201
+12
+0.1% +$424 ﹤0.01% 522
2023
Q4 		$308K Buy
8,189
+17
+0.2% +$540 ﹤0.01% 516
2023
Q3 		$226K Buy
8,172
+15
+0.2% +$452 ﹤0.01% 543
2023
Q2 		$242K Buy
8,157
+13
+0.2% +$409 ﹤0.01% 487
2023
Q1 		$287K Sell
8,144
-427
-5% -$16.8K ﹤0.01% 451
2022
Q4 		$348K Sell
8,571
-51
-0.6% -$2.07K 0.01% 431
2022
Q3 		$309K Buy
8,622
+18
+0.2% +$671 0.01% 408
2022
Q2 		$302K Buy
+8,604
New +$302K 0.01% 399
2021
Q4 		– Sell
-10,108
Closed -$368K – 627
2021
Q3 		$368K Sell
10,108
-70,288
-87% -$2.46M 0.01% 417
2021
Q2 		$2.93M Buy
80,396
+49
+0.1% +$1.93K 0.08% 89
2021
Q1 		$3.1M Sell
80,347
-2,626
-3% -$96.3K 0.07% 124
2020
Q4 		$2.69M Buy
+82,973
New +$2.34M 0.08% 109
2020
Q2 		– Sell
-79,727
Closed -$1.84M – 512
2020
Q1 		$1.84M Buy
+79,727
New +$2.5M 0.08% 135

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

Wealthspire Advisors (New York)'s UBSI Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its United Bankshares (UBSI) stake by 1,046% in Q1 2026, buying an estimated $3.95M and bringing the position to 104,053 shares worth $4.31M. The position accounts for 0.03% of the portfolio, ranked #179.

Wealthspire Advisors (New York) first reported a position in UBSI in Q1 2020 and has held it in 21 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Wealthspire Advisors (New York) held 104,053 shares of United Bankshares worth $4.31M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 94,971 United Bankshares shares in Q1 2026, an estimated $3.95M.
  • United Bankshares made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #179 holding.
  • Wealthspire Advisors (New York) first reported a position in United Bankshares in Q1 2020 and has held it in 21 quarters since.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.