Rockefeller Capital Management
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Rockefeller Capital Management’s United Bankshares UBSI Stock Holding History

Rockefeller Capital 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 		$853K Buy
20,601
+2,945
+17% +$122K ﹤0.01% 1687
2025
Q4 		$678K Buy
17,656
+1,318
+8% +$49.1K ﹤0.01% 1742
2025
Q3 		$608K Sell
16,338
-180
-1% -$6.71K ﹤0.01% 1678
2025
Q2 		$602K Sell
16,518
-1,288
-7% -$45.2K ﹤0.01% 1506
2025
Q1 		$617K Sell
17,806
-790
-4% -$28.9K ﹤0.01% 1423
2024
Q4 		$698K Buy
18,596
+751
+4% +$29.6K ﹤0.01% 1370
2024
Q3 		$662K Sell
17,845
-1,062
-6% -$38.8K ﹤0.01% 1356
2024
Q2 		$613K Sell
18,907
-3,683
-16% -$122K ﹤0.01% 1377
2024
Q1 		$808K Buy
22,590
+11,250
+99% +$398K ﹤0.01% 1326
2023
Q4 		$426K Buy
+11,340
New +$360K ﹤0.01% 1388
2023
Q3 		– Sell
-8,806
Closed -$261K – 1814
2023
Q2 		$261K Sell
8,806
-928
-10% -$29.2K ﹤0.01% 1560
2023
Q1 		$342K Hold
9,734
– – ﹤0.01% 1516
2022
Q4 		$393K Buy
9,734
+85
+0.9% +$3.44K ﹤0.01% 1368
2022
Q3 		$344K Sell
9,649
-172
-2% -$6.41K ﹤0.01% 1407
2022
Q2 		$344K Buy
9,821
+16
+0.2% +$561 ﹤0.01% 1418
2022
Q1 		$341K Buy
9,805
+1,642
+20% +$59.6K ﹤0.01% 1474
2021
Q4 		$296K Buy
8,163
+4,502
+123% +$166K ﹤0.01% 1509
2021
Q3 		$133K Buy
3,661
+2
+0.1% +$70 ﹤0.01% 1742
2021
Q2 		$133K Buy
3,659
+233
+7% +$9.16K ﹤0.01% 1674
2021
Q1 		$131K Buy
3,426
+2,726
+389% +$100K ﹤0.01% 1499
2020
Q4 		$22K Buy
700
+233
+50% +$6.58K ﹤0.01% 1971
2020
Q3 		$10K Sell
467
-20
-4% -$521 ﹤0.01% 2024
2020
Q2 		$13K Buy
487
+20
+4% +$537 ﹤0.01% 1824
2020
Q1 		$11K Hold
467
– – ﹤0.01% 1726
2019
Q4 		$18K Hold
467
– – ﹤0.01% 1438
2019
Q3 		$18K Buy
467
+49
+12% +$1.81K ﹤0.01% 1256
2019
Q2 		$16K Sell
418
-351
-46% -$13.2K ﹤0.01% 1084
2019
Q1 		$28K Buy
+769
New +$27.7K ﹤0.01% 1114

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

Rockefeller Capital Management's UBSI Position: Q1 2026 in Review

Rockefeller Capital Management increased its United Bankshares (UBSI) stake by 17% in Q1 2026, buying an estimated $122K and bringing the position to 20,601 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Rockefeller Capital Management first reported a position in UBSI in Q1 2019 and has held it in 28 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Rockefeller Capital Management held 20,601 shares of United Bankshares worth $853K as of Q1 2026.
  • Rockefeller Capital Management bought 2,945 United Bankshares shares in Q1 2026, an estimated $122K.
  • United Bankshares made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1687 holding.
  • Rockefeller Capital Management first reported a position in United Bankshares in Q1 2019 and has held it in 28 quarters since.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.