UNITED BANK
CIK 0001286478 · VIENNA, VA · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$852.7M
2026 Q2
Positions
130
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
51.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
HUBB
HUBBELL INC
17.5%
IJR
ISHARES
6.3%
GLW
CORNING INC
4.5%
AGG
ISHARES
4.0%
AAPL
APPLE INC
3.9%
UBSI
UNITED BANKSHARES INC
3.8%
JPM
JPMORGAN CHASE & CO
3.8%
MSFT
MICROSOFT
3.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.