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Planning Strategies Inc.’s United Bankshares UBSI Stock Holding History

Planning Strategies Inc.’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
Q2 		$504 Buy
+11
New +$481 ﹤0.01% 856

Other funds holding UBSI

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Planning Strategies Inc.'s UBSI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in United Bankshares (UBSI) in Q2 2026: 11 shares worth $504. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings.

130 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Planning Strategies Inc. held 11 shares of United Bankshares worth $504 as of Q2 2026.
  • United Bankshares was a new Planning Strategies Inc. position in Q2 2026.
  • United Bankshares made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #856 holding.
  • 130 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.