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Weiss Asset Management’s United Bankshares UBSI Stock Holding History

Weiss 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
Q1 		– Sell
-58,898
Closed -$2.26M – 794
2025
Q4 		$2.26M Buy
+58,898
New +$2.19M 0.03% 291

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Weiss Asset Management's UBSI Position: Q1 2026 in Review

Weiss Asset Management sold out of United Bankshares (UBSI) in Q1 2026, closing a stake of 58,898 shares — an estimated $2.26M sold.

Weiss Asset Management first reported a position in UBSI in Q4 2025 and held it in 1 quarter. The position peaked at $2.26M in Q4 2025. 419 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Weiss Asset Management reported no remaining United Bankshares position as of Q1 2026 after selling out during the quarter.
  • Weiss Asset Management sold 58,898 United Bankshares shares in Q1 2026, an estimated $2.26M.
  • Weiss Asset Management first reported a position in United Bankshares in Q4 2025 and held it in 1 quarter.
  • Weiss Asset Management's United Bankshares position peaked at $2.26M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Weiss Asset Management's 13F filing for Q1 2026, filed 15 May 2026.