UNITED BANK

Q1 2026 13F-HR Holdings

Location
Vienna, VA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$780,806
Net value change ($000)
+23,730 (3.1%)
New positions
5
Sold out positions
12
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HUBB 13,331 10.5%
V 5,120 359.3%
ATO 5,065 NEW
SYK 4,977 NEW
CVX 4,102 28.1%
EOG 3,733 46.2%
XOM 2,470 36.8%
GLW 2,277 11.1%
AGG 2,276 7.2%
IRM 2,106 17.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -7,734 -23.3%
IVW -5,854 -40.4%
AAPL -2,883 -8.8%
JPM -2,824 -8.9%
SPY -2,224 -48.5%
IJR -2,082 -4.4%
CMI -1,525 -10.9%
VTI -1,444 -23.1%
ABT -1,263 -10.4%
EMXC -1,248 -42.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type