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United Bankshares shares owned by Goldstone Financial Group

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

Historical chart of Goldstone Financial Group investment in United Bankshares

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

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Quarterly reported holdings in United Bankshares by Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $443k 12k 37.21
2025-06-30 $414k 11k 38.41
2025-03-31 $313k 9.0k 34.67
2024-12-31 $296k 7.9k 37.55
2024-09-30 $266k 7.2k 37.10

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Spdr Series Trust Portfolio Ln Cor (SPLB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for Goldstone Financial 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