United Bank Portfolio Holdings

United Bank

  • $825 Million
  • Q3 2025

United Bank has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $825 Million distributed in 245 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hubbell Inc with a value of $123M, Ishares Inc Msci Emerging Mkts with a value of $48.8M, Ishares Core S&P Sm Cap ETF with a value of $46.4M, Microsoft Corp with a value of $37.9M, and Apple Inc. with a value of $32.8M.

Examining the 13F form we can see an increase of $5.18M in the current position value, from $820M to 825M.

United Bank is based out at Vienna, VA

Below you can find more details about United Bank portfolio as well as his latest detailed transactions.

Portfolio value $825 Million
ETFs: $207 Million
Industrials: $206 Million
Technology: $134 Million
Financial Services: $83 Million
Healthcare: $55.5 Million
Consumer Defensive: $36.6 Million
Energy: $33.3 Million
Consumer Cyclical: $21 Million
Other: $49.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$48.8 Million 5.92% of portfolio
723,300
Q3 2025 Reduced 3.3%
$0
$46.4 Million 5.63% of portfolio
390,617
Q3 2025 Reduced 1.89%
$0
$30.9 Million 3.74% of portfolio
308,204
Q3 2025 Reduced 1.79%
$0
$14.2 Million 1.72% of portfolio
117,429
Q3 2025 Reduced 0.3%
$0
$8.6 Million 1.04% of portfolio
29,279
Q3 2025 Reduced 2.74%
$0
$7.11 Million 0.86% of portfolio
77,784
Q3 2025 Reduced 1.69%
$0
$6.31 Million 0.76% of portfolio
57,071
Q3 2025 Added 8.62%
$0
$4.92 Million 0.6% of portfolio
15,000
Q3 2025 Reduced 6.25%
$0
$4.66 Million 0.56% of portfolio
18,310
Q3 2025 Reduced 19.18%
$0
$4.56 Million 0.55% of portfolio
86,023
Q3 2025 Added 6.81%
$0
$4.49 Million 0.54% of portfolio
6,738
Q3 2025 Reduced 21.91%
$0
$3.07 Million 0.37% of portfolio
16,446
Q2 2025 Reduced 10.88%
$0
$2.86 Million 0.35% of portfolio
29,877
Q3 2025 Added 2.7%
$0
$2.19 Million 0.27% of portfolio
4,574
Q3 2025 Reduced 50.22%
$0
$1.9 Million 0.23% of portfolio
20,383
Q1 2025 Reduced 35.88%
$0
$1.7 Million 0.21% of portfolio
15,932
Q3 2025 Added 4.41%
$0
$1.57 Million 0.19% of portfolio
3,349
Q1 2025 Added 22.27%
$0
$1.47 Million 0.18% of portfolio
20,000
Q3 2025 Reduced 2.42%
$0
$1.24 Million 0.15% of portfolio
19,019
Q2 2025 Reduced 16.53%
$0
$1.28 Million 0.15% of portfolio
4,291
Q3 2025 Added 2.05%
$0
$901,000 0.11% of portfolio
1,944
Q4 2017 New
$0
$870,000 0.11% of portfolio
11,034
Q3 2022 Reduced 0.35%
$0
$656,000 0.08% of portfolio
7,521
Q2 2025 Reduced 1.18%
$0
$666,000 0.08% of portfolio
996
Q2 2024 Reduced 2.92%
$0
$570,000 0.07% of portfolio
6,000
Q1 2025 New
$0
$610,000 0.07% of portfolio
1,025
Q3 2024 Reduced 46.75%
$0
$377,000 0.05% of portfolio
1,226
Q2 2025 Reduced 47.76%
$0
$389,000 0.05% of portfolio
12,313
Q1 2025 Reduced 1.99%
$0
$341,000 0.04% of portfolio
3,537
Q4 2024 Reduced 68.77%
$0
$340,000 0.04% of portfolio
2,399
Q4 2024 Reduced 4.0%
$0
$275,000 0.03% of portfolio
1,908
Q2 2024 Reduced 13.59%
$0
$208,000 0.03% of portfolio
1,000
Q3 2025 New
$0
$237,000 0.03% of portfolio
650
Q2 2025 New
$0
$200,000 0.02% of portfolio
712
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 245
  • Current Value $825 Million
  • Prior Value $820 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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