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Wilmington Savings Fund Society’s United Bankshares UBSI Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-71
Closed -$2.59K – 2023
2025
Q2 		$2.59K Sell
71
-1,364
-95% -$47.9K ﹤0.01% 1864
2025
Q1 		$49.8K Hold
1,435
– – ﹤0.01% 1212
2024
Q4 		$53.9K Buy
1,435
+1,364
+1,921% +$53.7K ﹤0.01% 1219
2024
Q3 		$2.63K Buy
+71
New +$2.59K ﹤0.01% 1868

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wilmington Savings Fund Society's UBSI Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of United Bankshares (UBSI) in Q3 2025, closing a stake of 71 shares — an estimated $2.59K sold.

Wilmington Savings Fund Society first reported a position in UBSI in Q3 2024 and held it in 4 quarters. The position peaked at $53.9K in Q4 2024. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining United Bankshares position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 71 United Bankshares shares in Q3 2025, an estimated $2.59K.
  • Wilmington Savings Fund Society first reported a position in United Bankshares in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's United Bankshares position peaked at $53.9K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.