Root Financial Partners
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Root Financial Partners’s United Bankshares UBSI Stock Holding History

Root Financial Partners’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
Q3 		$52.8K Buy
+1,150
New +$54.6K ﹤0.01% 1059
2026
Q2 		– Sell
-786
Closed -$32.6K – 3003
2026
Q1 		$32.6K Buy
786
+308
+64% +$12.8K ﹤0.01% 1068
2025
Q4 		$18.4K Buy
478
+64
+15% +$2.38K ﹤0.01% 1227
2025
Q3 		$15.4K Buy
+414
New +$15.4K ﹤0.01% 1248

Other funds holding UBSI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Root Financial Partners's UBSI Position: Q3 2026 in Review

Root Financial Partners opened a new position in United Bankshares (UBSI) in Q3 2026: 1,150 shares worth $52.8K. The stake represents ﹤0.01% of the portfolio and ranks #1059 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UBSI as recently as Q1 2026.

Root Financial Partners first reported a position in UBSI in Q3 2025 and has held it in 4 quarters since. 374 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • Root Financial Partners held 1,150 shares of United Bankshares worth $52.8K as of Q3 2026.
  • United Bankshares was a new Root Financial Partners position in Q3 2026.
  • United Bankshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1059 holding.
  • Root Financial Partners first reported a position in United Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 374 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.