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 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 New York $5.72T AUM 30.48% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Zacks Investment Management's UBSI Position: Q1 2026 in Review

Zacks Investment Management reduced its United Bankshares (UBSI) stake by 28% in Q1 2026, selling an estimated $215K and leaving 13,145 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Zacks Investment Management first reported a position in UBSI in Q3 2022 and has held it in 11 quarters since. The position peaked at $818K in Q3 2025. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

Zacks Investment Management held 13,145 shares of United Bankshares worth $544K as of Q1 2026.
Zacks Investment Management sold 5,162 United Bankshares shares in Q1 2026, an estimated $215K.
United Bankshares made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #478 holding.
Zacks Investment Management first reported a position in United Bankshares in Q3 2022 and has held it in 11 quarters since.
Zacks Investment Management's United Bankshares position peaked at $818K in Q3 2025.
417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.