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Zacks Investment Management’s United Bankshares UBSI Stock Holding History

Zacks Investment 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
Q2 		$400K Sell
8,725
-4,420
-34% -$193K ﹤0.01% 543
2026
Q1 		$544K Sell
13,145
-5,162
-28% -$215K ﹤0.01% 478
2025
Q4 		$703K Sell
18,307
-3,662
-17% -$136K 0.01% 451
2025
Q3 		$818K Buy
21,969
+3,719
+20% +$139K 0.01% 427
2025
Q2 		$665K Buy
18,250
+4,036
+28% +$142K 0.01% 445
2025
Q1 		$493K Buy
14,214
+2,207
+18% +$80.9K ﹤0.01% 485
2024
Q4 		$451K Buy
12,007
+976
+9% +$38.4K ﹤0.01% 500
2024
Q3 		$409K Buy
+11,031
New +$403K ﹤0.01% 513
2023
Q3 		– Sell
-8,070
Closed -$239K – 709
2023
Q2 		$239K Buy
8,070
+77
+1% +$2.42K ﹤0.01% 571
2023
Q1 		$281K Buy
7,993
+907
+13% +$35.6K ﹤0.01% 535
2022
Q4 		$287K Buy
7,086
+270
+4% +$10.9K ﹤0.01% 509
2022
Q3 		$244K Buy
+6,816
New +$254K ﹤0.01% 512

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Zacks Investment Management's UBSI Position: Q2 2026 in Review

Zacks Investment Management reduced its United Bankshares (UBSI) stake by 34% in Q2 2026, selling an estimated $193K and leaving 8,725 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Zacks Investment Management first reported a position in UBSI in Q3 2022 and has held it in 12 quarters since. The position peaked at $818K in Q3 2025. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Zacks Investment Management held 8,725 shares of United Bankshares worth $400K as of Q2 2026.
  • Zacks Investment Management sold 4,420 United Bankshares shares in Q2 2026, an estimated $193K.
  • United Bankshares made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #543 holding.
  • Zacks Investment Management first reported a position in United Bankshares in Q3 2022 and has held it in 12 quarters since.
  • Zacks Investment Management's United Bankshares position peaked at $818K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.