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Freestone Grove Partners’s United Bankshares UBSI Stock Holding History

Freestone Grove Partners’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 		$450K Sell
9,808
-7,943
-45% -$347K ﹤0.01% 693
2026
Q1 		$735K Buy
+17,751
New +$738K 0.01% 536

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

Freestone Grove Partners's UBSI Position: Q2 2026 in Review

Freestone Grove Partners reduced its United Bankshares (UBSI) stake by 45% in Q2 2026, selling an estimated $347K and leaving 9,808 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Freestone Grove Partners first reported a position in UBSI in Q1 2026 and has held it in 2 quarters since. The position peaked at $735K in Q1 2026. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Freestone Grove Partners held 9,808 shares of United Bankshares worth $450K as of Q2 2026.
  • Freestone Grove Partners sold 7,943 United Bankshares shares in Q2 2026, an estimated $347K.
  • United Bankshares made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #693 holding.
  • Freestone Grove Partners first reported a position in United Bankshares in Q1 2026 and has held it in 2 quarters since.
  • Freestone Grove Partners's United Bankshares position peaked at $735K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.