RF
UBSI icon

Rossby Financial’s United Bankshares UBSI Stock Holding History

Rossby Financial’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 		$2.83K Buy
68
+30
+79% +$1.25K ﹤0.01% 1704
2025
Q4 		$1.46K Buy
+38
New +$1.42K ﹤0.01% 1451

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

Rossby Financial's UBSI Position: Q1 2026 in Review

Rossby Financial increased its United Bankshares (UBSI) stake by 79% in Q1 2026, buying an estimated $1.25K and bringing the position to 68 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Rossby Financial first reported a position in UBSI in Q4 2025 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold UBSI as of Q1 2026.

  • Rossby Financial held 68 shares of United Bankshares worth $2.83K as of Q1 2026.
  • Rossby Financial bought 30 United Bankshares shares in Q1 2026, an estimated $1.25K.
  • United Bankshares made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1704 holding.
  • Rossby Financial first reported a position in United Bankshares in Q4 2025 and has held it in 2 quarters since.
  • 417 funds tracked by Wall St. Rank held United Bankshares as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.