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Klingman & Associates, LLC → UBSI
Klingman & Associates, LLC UBSI Position History
United Bankshares, Inc. • Financial Services
Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$1.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.2M |
| Q1 2026 | $1.3M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 35.4K | — | — |
| Q2 2026 | $1.6M | 35.4K | — | — |
| Q1 2026 | $1.3M | 30.9K | — | — |
| Q4 2025 | $1.2M | 30.7K | — | — |
| Q3 2025 | $1.1M | 30.6K | — | — |
Other funds holding UBSI
$399.1M
$399.1M
$333.2M
$148.9M
$103.8M