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United Bankshares shares owned by Virginia Estate & Retirement Planning Advisors

Quarter-by-quarter ownership of United Bankshares (UBSI) shares owned by Virginia Estate & Retirement Planning Advisors from 13F filings

Historical chart of Virginia Estate & Retirement Planning Advisors investment in United Bankshares

Tip: Access up to 7 years of quarterly data

All positions including United Bankshares held by Virginia Estate & Retirement Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Bankshares by Virginia Estate & Retirement Planning Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.6k 56 45.82

More positions owned by Virginia Estate & Retirement Planning Advisors

Ishares Tr 0-3 Mth Treasury (SGOV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Sprott Asset Management Physical Silver (PSLV)
Etf Ser Solutions Aam S&p 500 (SPDV)
Apple (AAPL)
Global X Fds Global X Uranium (URA)
Vaneck Etf Trust Gold Miners Etf (GDX)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Series Trust Sp Kensho Final (ROKT)

View all positions for Virginia Estate & Retirement Planning Advisors

Top funds holding United Bankshares

BlackRock
State Street Corporation
Dimensional Fund Advisors
Vanguard Portfolio Management
Vanguard Capital Management
Earnest Partners
Geode Capital Management
Victory Capital Management
AQR Capital Management
Charles Schwab Investment Management
Silvercrest Asset Management Group
Northern Trust
Bank of America Corporation
Morgan Stanley
Goldman Sachs Group

View all funds holding United Bankshares