Wellington Capital Management’s United Bankshares UBSI Stock Holding History

Wellington Capital 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
2025 Q2	$332K	Buy	+9,125	New	+$320K	0.5%	67

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Capital Management's UBSI Position: Q2 2025 in Review

Wellington Capital Management opened a new position in United Bankshares (UBSI) in Q2 2025: 9,125 shares worth $332K. The stake represents 0.5% of the portfolio and ranks #67 among its holdings.

364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

Wellington Capital Management held 9,125 shares of United Bankshares worth $332K as of Q2 2025.
United Bankshares was a new Wellington Capital Management position in Q2 2025.
United Bankshares made up 0.5% of Wellington Capital Management's portfolio in Q2 2025, its #67 holding.
364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.