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United Bankshares shares owned by Northern Oak Capital Management

Quarter-by-quarter ownership of United Bankshares (UBSI) shares owned by Northern Oak Capital Management from 13F filings

Historical chart of Northern Oak Capital Management investment in United Bankshares

Tip: Access up to 7 years of quarterly data

All positions including United Bankshares held by Northern Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Bankshares by Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 96k 38.40
2020-06-30 $2.0k 70 28.57

More positions owned by Northern Oak Capital Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr S&p Mc 400vl Etf (IJJ)

View all positions for Northern Oak Capital Management

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