UBSI · United Bankshares Inc/Wv
$49.00
-0.27 (-0.55%)
At close · Aug 17
Market Cap
$6.71B
Shares
136.21M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding UBSI
359 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | — | 4,605,236 | $190,748,875 | 0.18% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 4,495,378 | $186,198,557 | 0.01% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 3,432,568 | $142,176,967 | 0.20% | Long | 2026-03-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 3,237,923 | $134,114,771 | 0.08% | Long | 2026-03-31 | |
| iShares Select Dividend ETF | — | 2,974,755 | $130,324,017 | 0.57% | Long | 2026-04-30 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 2,061,770 | $85,398,513 | 0.14% | Long | 2026-03-31 | |
| U.S. SMALL CAP VALUE PORTFOLIO | — | 1,812,146 | $79,390,116 | 0.42% | Long | 2026-04-30 | |
| Victory Sycamore Small Company Opportunity Fund | — | 1,800,000 | $74,556,000 | 1.68% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 1,556,469 | $64,468,946 | 0.08% | Long | 2026-03-31 | |
| Fidelity Small Cap Index Fund | — | 1,386,669 | $60,749,969 | 0.19% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | — | 1,242,958 | $51,483,320 | 0.25% | Long | 2026-03-31 | |
| iShares Russell 2000 Value ETF | — | 1,198,840 | $49,655,953 | 0.40% | Long | 2026-03-31 | |
| Undiscovered Managers Behavioral Value Fund | — | 1,077,827 | $44,643,594 | 0.52% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | — | 1,054,804 | $43,689,982 | 1.18% | Long | 2026-03-31 | |
| Harbor Small Cap Value Fund | — | 995,722 | $43,622,581 | 1.72% | Long | 2026-04-30 | |
| State Street SPDR S&P MidCap 400SM ETF Trust | MDY | 1,051,820 | $43,566,384 | 0.18% | Long | 2026-03-31 | |
| U.S. Targeted Value Portfolio | — | 994,350 | $43,562,474 | 0.28% | Long | 2026-04-30 | |
| Dimensional U.S. Targeted Value ETF | — | 829,825 | $36,354,633 | 0.27% | Long | 2026-04-30 | |
| Fidelity Extended Market Index Fund | — | 722,647 | $31,370,106 | 0.07% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 718,674 | $31,197,638 | 0.18% | Long | 2026-05-31 | |
| Dimensional US Small Cap Value ETF | — | 699,449 | $30,642,861 | 0.41% | Long | 2026-04-30 | |
| iShares S&P Mid-Cap 400 Value ETF | — | 710,959 | $29,447,922 | 0.37% | Long | 2026-03-31 | |
| Schwab U.S. Small-Cap ETF | — | 669,771 | $29,074,759 | 0.13% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | — | 682,393 | $28,264,718 | 0.18% | Long | 2026-03-31 | |
| U.S. SMALL CAP PORTFOLIO | — | 642,869 | $28,164,091 | 0.15% | Long | 2026-04-30 | |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF | — | 604,190 | $26,227,888 | 1.56% | Long | 2026-05-31 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | — | 544,595 | $23,858,707 | 0.03% | Long | 2026-04-30 | |
| Dimensional U.S. Small Cap ETF | — | 449,575 | $19,695,881 | 0.14% | Long | 2026-04-30 | |
| Bridge Builder Small/Mid Cap Value Fund | — | 416,023 | $17,231,673 | 0.19% | Long | 2026-03-31 | |
| U.S. CORE EQUITY 2 PORTFOLIO | — | 361,261 | $15,826,844 | 0.04% | Long | 2026-04-30 | |
| Schwab Fundamental U.S. Small Company ETF | — | 334,651 | $14,527,200 | 0.16% | Long | 2026-05-31 | |
| Nuveen Quant Small Cap Equity Fund | — | 308,913 | $13,533,479 | 0.35% | Long | 2026-04-30 | |
| Schwab Small-Cap Index Fund | — | 306,839 | $13,442,617 | 0.19% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) S&P(R) Bank ETF | — | 323,409 | $13,395,601 | 1.04% | Long | 2026-03-31 | |
| WisdomTree U.S. Midcap Dividend Fund | — | 319,527 | $13,234,808 | 0.36% | Long | 2026-03-31 | |
| Dimensional U.S. Core Equity 2 ETF | — | 296,158 | $12,974,682 | 0.03% | Long | 2026-04-30 | |
| Vaughan Nelson Small Cap Fund | — | 279,250 | $11,566,535 | 0.84% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 261,542 | $11,353,538 | 0.01% | Long | 2026-05-31 | |
| First Trust Morningstar Dividend Leaders Index Fund | — | 249,161 | $10,320,249 | 0.14% | Long | 2026-03-31 | |
| VANGUARD FINANCIALS INDEX FUND | — | 227,209 | $9,863,143 | 0.07% | Long | 2026-05-31 | |
| Fidelity SAI U.S. Low Volatility Index Fund | — | 222,931 | $9,766,607 | 0.05% | Long | 2026-04-30 | |
| VANGUARD S&P MID-CAP 400 INDEX FUND | — | 222,711 | $9,667,885 | 0.17% | Long | 2026-05-31 | |
| Master Small Cap Index Series | — | 227,399 | $9,418,867 | 0.20% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 212,738 | $9,234,957 | 0.01% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF | — | 214,376 | $8,879,454 | 0.37% | Long | 2026-03-31 | |
| Victory Market Neutral Income Fund | — | 194,986 | $8,076,320 | 0.28% | Long | 2026-03-31 | |
| SmallCap Value Fund II | — | 183,664 | $8,046,320 | 0.65% | Long | 2026-04-30 | |
| Invesco S&P MidCap Low Volatility ETF | — | 180,392 | $7,830,817 | 1.09% | Long | 2026-05-31 | |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | — | 177,635 | $7,782,189 | 0.01% | Long | 2026-04-30 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 178,224 | $7,382,038 | 0.01% | Long | 2026-03-31 |
Showing 1–50 of 359 positions
Key facts
CIK
729986
CUSIP
909907107
13F (30d)
385 filings
383 filers
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