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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
Q2 		$4.67K Buy
102
+34
+50% +$1.49K ﹤0.01% 1470
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 $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

Rossby Financial's UBSI Position: Q2 2026 in Review

Rossby Financial increased its United Bankshares (UBSI) stake by 50% in Q2 2026, buying an estimated $1.49K and bringing the position to 102 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Rossby Financial first reported a position in UBSI in Q4 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Rossby Financial held 102 shares of United Bankshares worth $4.67K as of Q2 2026.
  • Rossby Financial bought 34 United Bankshares shares in Q2 2026, an estimated $1.49K.
  • United Bankshares made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1470 holding.
  • Rossby Financial first reported a position in United Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.