LINDSAY DIEHL GREEN

United Bank

Assets Managed

$780.806M

Holdings

121

Last Quarter

2026 - Q1

Filed Date

1mo 25d ago

Growth Rate

3.14%(2Q avg: -3.31%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in United Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of United Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 780.806M in assets, with a quarterly growth rate of 3.14% and a 2-quarter average growth rate of -3.31%. The portfolio is managed by LINDSAY DIEHL GREEN, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
HUBB Hubbell Inc Recent Activity	17.97%	$140.297M 285,888 shares@ $490.74 avg price
IJR Ishares Core S&p Small-cap E Recent Activity Decreased -7.59%	5.78%	$45.086M 362,688 shares@ $124.32 avg price	Decreased -7.59%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 7.82%	4.37%	$34.059M 343,098 shares@ $99.27 avg price	Increased 7.82%
AAPL Apple Inc Recent Activity Decreased -2.32%	3.82%	$29.821M 117,504 shares@ $253.79 avg price	Decreased -2.32%
UBSI United Bankshares Inc Recent Activity Decreased -0.36%	3.78%	$29.438M 710,708 shares@ $41.43 avg price	Decreased -0.36%
JPM Jpmorgan Chase & Co Recent Activity Decreased -0.21%	3.7%	$28.883M 98,187 shares@ $294.16 avg price	Decreased -0.21%
MSFT Microsoft Corp Recent Activity Increased 0.18%	3.26%	$25.425M 68,685 shares@ $370.17 avg price	Increased 0.18%
GLW Corning Inc Recent Activity Decreased -28.43%	2.92%	$22.724M 167,122 shares@ $135.97 avg price	Decreased -28.43%
CVX Chevron Corp Recent Activity Decreased -5.6%	2.4%	$18.677M 90,269 shares@ $206.91 avg price	Decreased -5.6%
CSCO Cisco Systems Inc Recent Activity Decreased -5.62%	1.87%	$14.539M 187,378 shares@ $77.6 avg price	Decreased -5.62%

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