Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

United Bankshares Inc West V (UBSI)

438 + Investors. Track Smart Money conviction in UBSI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — UBSI

Based on 443 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added UBSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
443 hedge funds hold UBSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

224 buying160 selling
Last quarter: 224 funds bought or added vs 160 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~67 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 68 → 64 → 67. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 22% new
262 out of 443 hedge funds have held UBSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

42 → 45 → 68 → 64 → 67 new funds/Q
New funds entering each quarter: 45 → 68 → 64 → 67. A growing number of institutions are discovering UBSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 24% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 24% new
Entry-cohort mix of 448 holders: 289 (65%) are 2+ year veterans, 52 entered 1–2 years ago, and 107 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
53 of 442 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in UBSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UBSI

In 2026 Q2, 224 hedge funds were net buyers of UBSI (67 opened a new position, 157 added to an existing one), while 160 reduced or exited (122 trimmed, 38 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 66% of total institutional value in UBSI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +29 funds (more new holders than closures). Total institutional holders: 443.

Hedge Fund Ownership: UBSI

How many hedge funds hold UBSI — quarterly history vs. share price
Quarterly hedge fund ownership of UBSI vs. share price

Market Analysis: UBSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UBSI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy United Bankshares Inc West V (UBSI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UBSI has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
UBSI
+2.8%
XLF
+4.2%

UBSI outperformed XLF by -1.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
UBSI
-3.6%
XLF
-4.0%

Since the filing became public, UBSI outperformed XLF by +0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 0 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: UBSI
438 + Investors

Track Smart Money conviction in UBSI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 438 414 5.8%
13F Shares 103M 101M 1.58%
Total Value $4.66B $4.14B 12.42%
New Positions 66 64 +2
Increased Positions 154 157 -3
Closed Positions 41 38 +3
Reduced Positions 122 118 +4
Total Calls 3 3 -
Total Puts 2 0 100%
PUT/CALL Ratio 0.67 0.0 Bullish

Statistics: UBSI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

438 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UBSI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UBSI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 United Bank 3.83% 713,131 $32.7M
2 Nicholson Wealth Management Group, LLC 2.06% 76,245 $3.5M
3 CrossGen Wealth, LLC 1.84% 51,791 $2.4M
4 Moody Aldrich Partners LLC 1.14% 138,493 $6.3M
5 Maltese Capital Management LLC 0.84% 100,000 $4.6M
6 Ntv Asset Management LLC 0.77% 172,525 $7.9M
7 Dover Advisors, LLC 0.75% 47,027 $1.8M
8 Earnest Partners LLC 0.66% 3,970,649 $182.0M
9 Verity Asset Management, Inc. 0.63% 36,361 $1.7M
10 Qp Wealth Management, LLC 0.61% 9,273 $425K
11 Papamarkou Wellner Asset Management inc. 0.60% 23,198 $961K
12 1834 Investment Advisors Co 0.56% 108,564 $5.0M
13 Phocas Financial Corp. 0.49% 76,327 $3.5M
14 Silvercrest Asset Management Group LLC 0.47% 1,556,944 $71.4M
15 Vaughan Nelson Investment Management, L.P. 0.46% 1,139,377 $52.2M
16 MQS Management LLC 0.44% 7,847 $360K
17 Basswood Capital Management, L.L.C. 0.43% 233,034 $10.7M
18 iSAM Funds (UK) Ltd 0.42% 13,100 $600K
19 Crown Wealth Group, LLC 0.39% 33,031 $1.5M
20 Systematic Financial Management LP 0.38% 416,064 $19.1M
21 Regent Peak Wealth Advisors LLC 0.34% 40,645 $1.9M
22 Millstone Evans Group, LLC 0.33% 13,328 $611K
23 Arbejdsmarkedets Tillaegspension 0.32% 317,799 $14.6M
24 High Point Wealth Management, LLC 0.31% 8,376 $384K
25 PlanVest Financial, Inc 0.31% 10,062 $461K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — United Bankshares Inc West V (UBSI)

What does the Smart Money Trend signal show for UBSI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added UBSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UBSI?

Slight buying edge — 58% buying: Last quarter: 224 funds bought or added vs 160 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UBSI holders?

Elite ownership — 66% AUM from top-100 funds: 53 of 442 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in UBSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UBSI?

59% of holders stayed for 2+ years: 262 out of 443 hedge funds have held UBSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy United Bankshares Inc West V (UBSI) following the 2026 Q2 hedge fund 13F filings?

As of today, UBSI has moved -3.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -4.0% for the XLF sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), UBSI has gained +2.8% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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