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Winnow Wealth’s United Bankshares UBSI Stock Holding History

Winnow Wealth’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
-6,500
Closed -$237K – 653
2025
Q2 		$237K Buy
+6,500
New +$228K 0.18% 49

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

Winnow Wealth's UBSI Position: Q3 2025 in Review

Winnow Wealth sold out of United Bankshares (UBSI) in Q3 2025, closing a stake of 6,500 shares — an estimated $237K sold.

Winnow Wealth first reported a position in UBSI in Q2 2025 and held it in 1 quarter. The position peaked at $237K in Q2 2025. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

  • Winnow Wealth reported no remaining United Bankshares position as of Q3 2025 after selling out during the quarter.
  • Winnow Wealth sold 6,500 United Bankshares shares in Q3 2025, an estimated $237K.
  • Winnow Wealth first reported a position in United Bankshares in Q2 2025 and held it in 1 quarter.
  • Winnow Wealth's United Bankshares position peaked at $237K in Q2 2025.
  • 371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

Based on Winnow Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.