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Ritholtz Wealth Management’s United Bankshares UBSI Stock Holding History

Ritholtz 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
Q1 		$409K Buy
9,866
+650
+7% +$27K 0.01% 861
2025
Q4 		$354K Buy
9,216
+237
+3% +$8.83K 0.01% 833
2025
Q3 		$334K Buy
8,979
+2,355
+36% +$87.8K 0.01% 804
2025
Q2 		$241K Buy
6,624
+754
+13% +$26.5K 0.01% 865
2025
Q1 		$204K Sell
5,870
-3,207
-35% -$117K 0.01% 864
2024
Q4 		$341K Sell
9,077
-2,905
-24% -$114K 0.01% 669
2024
Q3 		$445K Buy
+11,982
New +$437K 0.01% 592

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ritholtz Wealth Management's UBSI Position: Q1 2026 in Review

Ritholtz Wealth Management increased its United Bankshares (UBSI) stake by 7.1% in Q1 2026, buying an estimated $27K and bringing the position to 9,866 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #861.

Ritholtz Wealth Management first reported a position in UBSI in Q3 2024 and has held it in 7 quarters since. The position peaked at $445K in Q3 2024. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Ritholtz Wealth Management held 9,866 shares of United Bankshares worth $409K as of Q1 2026.
  • Ritholtz Wealth Management bought 650 United Bankshares shares in Q1 2026, an estimated $27K.
  • United Bankshares made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #861 holding.
  • Ritholtz Wealth Management first reported a position in United Bankshares in Q3 2024 and has held it in 7 quarters since.
  • Ritholtz Wealth Management's United Bankshares position peaked at $445K in Q3 2024.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.