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Rialto Wealth Management’s United Bankshares UBSI Stock Holding History

Rialto Wealth 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 		$1.93K Buy
42
+4
+11% +$175 ﹤0.01% 1130
2026
Q1 		$1.57K Buy
38
+23
+153% +$956 ﹤0.01% 958
2025
Q4 		$576 Buy
15
+3
+25% +$112 ﹤0.01% 1202
2025
Q3 		$447 Buy
12
+3
+33% +$112 ﹤0.01% 1295
2025
Q2 		$328 Buy
+9
New +$316 ﹤0.01% 1264

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

Rialto Wealth Management's UBSI Position: Q2 2026 in Review

Rialto Wealth Management increased its United Bankshares (UBSI) stake by 11% in Q2 2026, buying an estimated $175 and bringing the position to 42 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Rialto Wealth Management first reported a position in UBSI in Q2 2025 and has held it in 5 quarters since. 448 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Rialto Wealth Management held 42 shares of United Bankshares worth $1.93K as of Q2 2026.
  • Rialto Wealth Management bought 4 United Bankshares shares in Q2 2026, an estimated $175.
  • United Bankshares made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1130 holding.
  • Rialto Wealth Management first reported a position in United Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 448 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.