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Lynx Investment Advisory → UBSI
Lynx Investment Advisory UBSI Position History
United Bankshares, Inc. • Financial Services
Quarters held
10
Latest value
$675K
Q3 2026
Peak value
$675K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q3 2025 | $378K |
| Q4 2025 | $4K |
| Q4 2025 | $387K |
| Q1 2026 | $4K |
| Q1 2026 | $424K |
| Q2 2026 | $4K |
| Q2 2026 | $471K |
| Q3 2026 | $4K |
| Q3 2026 | $675K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $675K | 14.7K | — | — |
| Q3 2026 | $4K | 95 | — | — |
| Q2 2026 | $471K | 10.3K | — | — |
| Q2 2026 | $4K | 95 | — | — |
| Q1 2026 | $424K | 10.2K | — | — |
| Q1 2026 | $4K | 95 | — | — |
| Q4 2025 | $387K | 10.1K | — | — |
| Q4 2025 | $4K | 95 | — | — |
| Q3 2025 | $378K | 10.1K | — | — |
| Q3 2025 | $4K | 95 | — | — |
Other funds holding UBSI
$399.1M
$399.1M
$333.2M
$148.9M
$103.8M