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Bayforest Capital’s United Bankshares UBSI Stock Holding History

Bayforest Capital’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.3K Sell
1,185
-2,004
-63% -$87.6K 0.05% 602
2026
Q1 		$132K Sell
3,189
-2,811
-47% -$117K 0.15% 266
2025
Q4 		$230K Buy
+6,000
New +$223K 0.17% 238

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bayforest Capital's UBSI Position: Q2 2026 in Review

Bayforest Capital reduced its United Bankshares (UBSI) stake by 63% in Q2 2026, selling an estimated $87.6K and leaving 1,185 shares worth $54.3K. The position accounts for 0.05% of the portfolio, ranked #602.

Bayforest Capital first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $230K in Q4 2025. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Bayforest Capital held 1,185 shares of United Bankshares worth $54.3K as of Q2 2026.
  • Bayforest Capital sold 2,004 United Bankshares shares in Q2 2026, an estimated $87.6K.
  • United Bankshares made up 0.05% of Bayforest Capital's portfolio in Q2 2026, its #602 holding.
  • Bayforest Capital first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • Bayforest Capital's United Bankshares position peaked at $230K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.