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United Bankshares shares owned by Crown Wealth Group

Quarter-by-quarter ownership of United Bankshares (UBSI) shares owned by Crown Wealth Group from 13F filings

Historical chart of Crown Wealth Group investment in United Bankshares

Tip: Access up to 7 years of quarterly data

All positions including United Bankshares held by Crown Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Bankshares by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 33k 37.21
2025-06-30 $1.2M 33k 36.43

More positions owned by Crown Wealth Group

Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Microsoft Corporation (MSFT)
Calamos Etf Tr Russell 2000 Str (CPRY)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Large Cap Max Bu (DMAX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Crown Wealth Group

Top funds holding United Bankshares

BlackRock
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
Earnest Partners
Victory Capital Management
Geode Capital Management
Silvercrest Asset Management Group
Northern Trust
Charles Schwab Investment Management
Hanna Zanoni
Bank of New York Mellon
Fisher Investments
Morgan Stanley
ProShare Advisors

View all funds holding United Bankshares