Back to UBSI
Accurate Wealth Management, LLC → UBSI
Accurate Wealth Management, LLC UBSI Position History
United Bankshares, Inc. • Financial Services
Quarters held
4
Latest value
$636K
Q3 2026
Peak value
$636K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $232K |
| Q1 2026 | $432K |
| Q2 2026 | $438K |
| Q3 2026 | $636K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $636K | 13.9K | — | — |
| Q2 2026 | $438K | 9.5K | — | — |
| Q1 2026 | $432K | 9.9K | — | — |
| Q4 2025 | $232K | 5.7K | — | — |
Other funds holding UBSI
$399.1M
$399.1M
$333.2M
$148.9M
$103.8M