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HRT Financial’s United Bankshares UBSI Stock Holding History

HRT Financial’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
2025
Q1 		– Sell
-23,102
Closed -$867K – 3425
2024
Q4 		$867K Buy
23,102
+2,147
+10% +$84.5K ﹤0.01% 1142
2024
Q3 		$777K Buy
+20,955
New +$765K ﹤0.01% 1375
2023
Q4 		– Sell
-460,622
Closed -$12.7M – 3105
2023
Q3 		$12.7M Buy
+460,622
New +$13.9M 0.13% 103
2023
Q2 		– Sell
-110,870
Closed -$3.9M – 3302
2023
Q1 		$3.9M Buy
110,870
+85,727
+341% +$3.36M 0.05% 323
2022
Q4 		$1.02M Sell
25,143
-55,958
-69% -$2.27M 0.01% 952
2022
Q3 		$2.9M Buy
+81,101
New +$3.02M 0.03% 476
2022
Q1 		– Sell
-47,634
Closed -$1.73M – 3894
2021
Q4 		$1.73M Sell
47,634
-62,189
-57% -$2.29M 0.01% 743
2021
Q3 		$4M Buy
+109,823
New +$3.84M 0.02% 397
2021
Q2 		– Sell
-31,435
Closed -$1.21M – 3558
2021
Q1 		$1.21M Buy
+31,435
New +$1.15M 0.01% 954
2020
Q4 		– Sell
-15,325
Closed -$329K – 2488
2020
Q3 		$329K Buy
15,325
+6,978
+84% +$182K 0.01% 1093
2020
Q2 		$230K Buy
+8,347
New +$224K 0.01% 1096
2020
Q1 		– Sell
-39,198
Closed -$1.51M – 1367
2019
Q4 		$1.51M Buy
+39,198
New +$1.51M 0.07% 238
2019
Q3 		– Sell
-10,035
Closed -$372K – 1611
2019
Q2 		$372K Buy
+10,035
New +$377K 0.02% 477

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HRT Financial's UBSI Position: Q1 2025 in Review

HRT Financial sold out of United Bankshares (UBSI) in Q1 2025, closing a stake of 23,102 shares — an estimated $867K sold.

HRT Financial first reported a position in UBSI in Q2 2019 and held it in 13 quarters. The position peaked at $12.7M in Q3 2023. 377 funds tracked by Wall St. Rank hold UBSI as of Q1 2025.

  • HRT Financial reported no remaining United Bankshares position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 23,102 United Bankshares shares in Q1 2025, an estimated $867K.
  • HRT Financial first reported a position in United Bankshares in Q2 2019 and held it in 13 quarters.
  • HRT Financial's United Bankshares position peaked at $12.7M in Q3 2023.
  • 377 funds tracked by Wall St. Rank held United Bankshares as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.