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Rosenthal Henry Capital Advisors’s United Bankshares UBSI Stock Holding History

Rosenthal Henry Capital Advisors’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 		$174K Buy
+3,786
New +$166K 0.15% 47
2020
Q3 		– Sell
-50,000
Closed -$1.38M – 71
2020
Q2 		$1.38M Buy
+50,000
New +$1.34M 1.8% 23

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

Rosenthal Henry Capital Advisors's UBSI Position: Q2 2026 in Review

Rosenthal Henry Capital Advisors opened a new position in United Bankshares (UBSI) in Q2 2026: 3,786 shares worth $174K. The stake represents 0.15% of the portfolio and ranks #47 among its holdings. This is a return to the name: Rosenthal Henry Capital Advisors previously reported a position in UBSI as recently as Q2 2020.

Rosenthal Henry Capital Advisors first reported a position in UBSI in Q2 2020 and has held it in 2 quarters since. The position peaked at $1.38M in Q2 2020. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Rosenthal Henry Capital Advisors held 3,786 shares of United Bankshares worth $174K as of Q2 2026.
  • United Bankshares was a new Rosenthal Henry Capital Advisors position in Q2 2026.
  • United Bankshares made up 0.15% of Rosenthal Henry Capital Advisors's portfolio in Q2 2026, its #47 holding.
  • Rosenthal Henry Capital Advisors first reported a position in United Bankshares in Q2 2020 and has held it in 2 quarters since.
  • Rosenthal Henry Capital Advisors's United Bankshares position peaked at $1.38M in Q2 2020.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Rosenthal Henry Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.