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United Bankshares shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of United Bankshares (UBSI) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in United Bankshares

Tip: Access up to 7 years of quarterly data

All positions including United Bankshares held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Bankshares by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8k 124 38.40

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis International Small Cap Value Etf Etf (AVDV)
Ishares National Muni Bond Etf Etf (MUB)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Global Reit Etf Etf (REET)
Vanguard Total International Bond Etf Etf (BNDX)
Pimco Intermed Muni Bond Etf (MUNI)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

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
ProShare Advisors
Invesco

View all funds holding United Bankshares