Back to UBSI
Waldron Private Wealth LLC → UBSI
Waldron Private Wealth LLC UBSI Position History
United Bankshares, Inc. • Financial Services
Quarters held
4
Latest value
$3.2M
Q3 2026
Peak value
$3.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.8M |
| Q1 2026 | $3M |
| Q2 2026 | $3.3M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 69.2K | — | — |
| Q2 2026 | $3.3M | 72.4K | — | — |
| Q1 2026 | $3M | 72.4K | — | — |
| Q4 2025 | $2.8M | 72.4K | — | — |
Other funds holding UBSI
$399.1M
$399.1M
$333.2M
$148.9M
$103.8M