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Fortitude Family Office’s United Bankshares UBSI Stock Holding History

Fortitude Family Office’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 		$8.07K Buy
176
+71
+68% +$3.1K ﹤0.01% 867
2026
Q1 		$4.35K Buy
105
+59
+128% +$2.45K ﹤0.01% 974
2025
Q4 		$1.77K Buy
46
+7
+18% +$261 ﹤0.01% 1228
2025
Q3 		$1.45K Hold
39
– – ﹤0.01% 1388
2025
Q2 		$1.42K Buy
+39
New +$1.37K ﹤0.01% 1351

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

Fortitude Family Office's UBSI Position: Q2 2026 in Review

Fortitude Family Office increased its United Bankshares (UBSI) stake by 68% in Q2 2026, buying an estimated $3.1K and bringing the position to 176 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Fortitude Family Office first reported a position in UBSI in Q2 2025 and has held it in 5 quarters since. 447 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Fortitude Family Office held 176 shares of United Bankshares worth $8.07K as of Q2 2026.
  • Fortitude Family Office bought 71 United Bankshares shares in Q2 2026, an estimated $3.1K.
  • United Bankshares made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #867 holding.
  • Fortitude Family Office first reported a position in United Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 447 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.