Rafferty Asset Management
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Rafferty Asset Management’s United Bankshares UBSI Stock Holding History

Rafferty Asset Management’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 		$3.57M Sell
77,894
-13,378
-15% -$585K 0.01% 471
2026
Q1 		$3.78M Sell
91,272
-11,549
-11% -$480K 0.02% 475
2025
Q4 		$3.95M Sell
102,821
-30,413
-23% -$1.13M 0.01% 495
2025
Q3 		$4.96M Buy
133,234
+14,420
+12% +$538K 0.02% 429
2025
Q2 		$4.33M Buy
118,814
+26,218
+28% +$921K 0.01% 425
2025
Q1 		$3.21M Sell
92,596
-13,364
-13% -$490K 0.01% 465
2024
Q4 		$3.98M Sell
105,960
-6,206
-6% -$244K 0.01% 459
2024
Q3 		$4.16M Sell
112,166
-48,442
-30% -$1.77M 0.01% 458
2024
Q2 		$5.21M Buy
160,608
+8,506
+6% +$281K 0.02% 406
2024
Q1 		$5.44M Sell
152,102
-1,474
-1% -$52.1K 0.02% 457
2023
Q4 		$5.77M Buy
153,576
+12,548
+9% +$399K 0.02% 414
2023
Q3 		$3.89M Buy
141,028
+7,473
+6% +$225K 0.02% 454
2023
Q2 		$3.96M Buy
133,555
+65,348
+96% +$2.06M 0.02% 467
2023
Q1 		$2.4M Buy
68,207
+36,597
+116% +$1.44M 0.02% 553
2022
Q4 		$1.28M Sell
31,610
-2,783
-8% -$113K 0.01% 697
2022
Q3 		$1.23M Sell
34,393
-10,295
-23% -$384K 0.01% 617
2022
Q2 		$1.57M Sell
44,688
-32,978
-42% -$1.16M 0.01% 533
2022
Q1 		$2.71M Buy
77,666
+21,202
+38% +$770K 0.02% 524
2021
Q4 		$2.05M Sell
56,464
-265
-0.5% -$9.76K 0.01% 652
2021
Q3 		$2.06M Sell
56,729
-20,036
-26% -$700K 0.01% 632
2021
Q2 		$2.8M Buy
76,765
+4,546
+6% +$179K 0.02% 529
2021
Q1 		$2.79M Buy
72,219
+50,092
+226% +$1.84M 0.02% 536
2020
Q4 		$717K Sell
22,127
-3,126
-12% -$88.3K 0.01% 601
2020
Q3 		$542K Sell
25,253
-7,370
-23% -$192K 0.01% 677
2020
Q2 		$902K Buy
+32,623
New +$876K 0.01% 577
2019
Q2 		– Sell
-5,530
Closed -$200K – 853
2019
Q1 		$200K Buy
+5,530
New +$199K ﹤0.01% 765
2018
Q3 		– Sell
-6,969
Closed -$254K – 737
2018
Q2 		$254K Sell
6,969
-2,124
-23% -$76.1K ﹤0.01% 606
2018
Q1 		$321K Buy
9,093
+3,199
+54% +$116K ﹤0.01% 620
2017
Q4 		$205K Sell
5,894
-211
-3% -$7.61K ﹤0.01% 691
2017
Q3 		$227K Buy
+6,105
New +$215K 0.01% 573
2016
Q2 		– Sell
-13,479
Closed -$495K – 556
2016
Q1 		$495K Buy
13,479
+1,890
+16% +$66.3K 0.03% 406
2015
Q4 		$433K Sell
11,589
-2,097
-15% -$82.9K 0.05% 391
2015
Q3 		$520K Sell
13,686
-6,544
-32% -$257K 0.04% 367
2015
Q2 		$814K Buy
20,230
+14,671
+264% +$561K 0.05% 287
2015
Q1 		$209K Buy
+5,559
New +$203K 0.02% 540

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

Rafferty Asset Management's UBSI Position: Q2 2026 in Review

Rafferty Asset Management reduced its United Bankshares (UBSI) stake by 15% in Q2 2026, selling an estimated $585K and leaving 77,894 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #471.

Rafferty Asset Management first reported a position in UBSI in Q1 2015 and has held it in 35 quarters since. The position peaked at $5.77M in Q4 2023. 448 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Rafferty Asset Management held 77,894 shares of United Bankshares worth $3.57M as of Q2 2026.
  • Rafferty Asset Management sold 13,378 United Bankshares shares in Q2 2026, an estimated $585K.
  • United Bankshares made up 0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #471 holding.
  • Rafferty Asset Management first reported a position in United Bankshares in Q1 2015 and has held it in 35 quarters since.
  • Rafferty Asset Management's United Bankshares position peaked at $5.77M in Q4 2023.
  • 448 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.