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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
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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
NWMG
Nicholson Wealth Management Group Charlestown, South Carolina $170M AUM 10.45% 1-Year Est. Return

Root Financial Partners's UBSI Position: Q2 2026 in Review

Root Financial Partners sold out of United Bankshares (UBSI) in Q2 2026, closing a stake of 786 shares — an estimated $32.6K sold.

Root Financial Partners first reported a position in UBSI in Q3 2025 and held it in 3 quarters. The position peaked at $32.6K in Q1 2026. 140 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Root Financial Partners reported no remaining United Bankshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 786 United Bankshares shares in Q2 2026, an estimated $32.6K.
  • Root Financial Partners first reported a position in United Bankshares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's United Bankshares position peaked at $32.6K in Q1 2026.
  • 140 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.