Back to UBSI
AXXCESS WEALTH MANAGEMENT, LLC → UBSI
AXXCESS WEALTH MANAGEMENT, LLC UBSI Position History
United Bankshares, Inc. • Financial Services
Quarters held
5
Latest value
$3.9M
Q3 2026
Peak value
$3.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q4 2025 | $3.2M |
| Q4 2025 | $3.2M |
| Q2 2026 | $3.8M |
| Q3 2026 | $3.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.9M | 84.7K | — | — |
| Q2 2026 | $3.8M | 83.6K | — | — |
| Q4 2025 | $3.2M | 83.6K | — | — |
| Q4 2025 | $3.2M | 83.6K | — | — |
| Q3 2025 | $3.1M | 82.9K | — | — |
Other funds holding UBSI
$399.1M
$399.1M
$333.2M
$148.9M
$103.8M