Managers / Q2 2021 · view latest →
UNITED BANK
CIK 0001286478 · 2071 CHAIN BRIDGE RD, ST 300, VIENNA, VA, 22182 · 3044248751
Reported Value
$744M
Q2 2021
Positions
301
Filings on Record
30
2019–present window
Filed
Aug 16, 2021
original filing
Summary
United Bank reported $744M in U.S.-listed holdings across 301 positions for Q2 2021.
Its largest position, IJR, represents 8.5% of the portfolio.
Compared with Q1 2021, the fund opened 14 new positions and exited 25.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 74.9% · $557M
- ETP · 21.9% · $163M
- REIT · 2.3% · $17M
- Other · 0.8% · $6M
- ADR · 0.0% · $336,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $781M | 239 | May 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $757M | 243 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $839M | 245 | Nov 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $835M | 257 | Jul 18, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $786M | 264 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $859M | 262 | Nov 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $806M | 277 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $838M | 284 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $797M | 280 | Feb 7, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $761M | 276 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $813M | 286 | Aug 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $783M | 292 | May 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $713.5B | 292 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $650M | 297 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $667M | 283 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $760M | 296 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $814M | 303 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $747M | 304 | Oct 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $744M | 301 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $728M | 311 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $669M | 307 | Feb 18, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $552M | 253 | Sep 18, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $461M | 231 | May 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $577M | 273 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $547M | 276 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $598M | 276 | Aug 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $555M | 262 | May 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $482M | 282 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.