Jefferies Group's UBSI Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 7,331 shares of United Bankshares, Inc. (UBSI) worth $335,980, representing 0.00% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in UBSI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 23,170 shares. Largest reduction occurred in Q3 2024, reducing 33,400 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's United Bankshares (UBSI) Holding Value Over Time
Track share changes against reported price movement
Quarterly United Bankshares (UBSI) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +7,331 | New Buy | 7,331 | $45.83 |
| Q3 2025 | -13,250 | Sold Out | 0 | $0.00 |
| Q2 2025 | -9,920 | Reduce 42.81% | 13,250 | $36.43 |
| Q1 2025 | +23,170 | New Buy | 23,170 | $34.67 |
| Q3 2024 | -33,400 | Sold Out | 0 | $0.00 |
| Q4 2023 | -6,290 | Reduce 15.85% | 33,400 | $37.55 |
| Q3 2023 | +39,690 | New Buy | 39,690 | $27.59 |
Jefferies Group's United Bankshares Investment FAQs
Jefferies Group first purchased United Bankshares, Inc. (UBSI) in Q3 2023, acquiring 39,690 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held United Bankshares, Inc. (UBSI) for 9 quarters since Q3 2023.
Jefferies Group's largest addition to United Bankshares, Inc. (UBSI) was in Q3 2023, adding 39,690 shares worth $1.1 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 7,331 shares of United Bankshares, Inc. (UBSI), valued at approximately $335,980.
As of the Q2 2026 filing, United Bankshares, Inc. (UBSI) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in United Bankshares, Inc. (UBSI) was 39,690 shares, as reported at the end of Q3 2023.