Back to UBSI
Creative Planning UBSI Position History
United Bankshares, Inc. • Financial Services
Quarters held
5
Latest value
$3.2M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q4 2025 | $2.2M |
| Q1 2026 | $2.7M |
| Q2 2026 | $3.1M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 70.7K | — | — |
| Q2 2026 | $3.1M | 67.2K | — | — |
| Q1 2026 | $2.7M | 65.4K | — | — |
| Q4 2025 | $2.2M | 57.6K | — | — |
| Q3 2025 | $2M | 54.3K | — | — |
Other funds holding UBSI
$399.1M
$399.1M
$333.2M
$148.9M
$103.8M