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Rothschild Investment LLC’s United Bankshares UBSI Stock Holding History

Rothschild Investment LLC’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 		$113K Buy
2,465
+270
+12% +$11.8K ﹤0.01% 1010
2026
Q1 		$90.9K Buy
2,195
+959
+78% +$39.9K ﹤0.01% 914
2025
Q4 		$47.5K Buy
1,236
+398
+47% +$14.8K ﹤0.01% 1038
2025
Q3 		$31.2K Buy
838
+533
+175% +$19.9K ﹤0.01% 1124
2025
Q2 		$11.1K Buy
305
+140
+85% +$4.92K ﹤0.01% 1185
2025
Q1 		$5.72K Buy
165
+45
+38% +$1.65K ﹤0.01% 1376
2024
Q4 		$4.51K Buy
120
+25
+26% +$984 ﹤0.01% 1390
2024
Q3 		$3.52K Buy
95
+30
+46% +$1.09K ﹤0.01% 1427
2024
Q2 		$2.11K Sell
65
-521
-89% -$17.2K ﹤0.01% 1377
2024
Q1 		$21K Buy
586
+10
+2% +$354 ﹤0.01% 911
2023
Q4 		$21.6K Buy
+576
New +$18.3K ﹤0.01% 843

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rothschild Investment LLC's UBSI Position: Q2 2026 in Review

Rothschild Investment LLC increased its United Bankshares (UBSI) stake by 12% in Q2 2026, buying an estimated $11.8K and bringing the position to 2,465 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Rothschild Investment LLC first reported a position in UBSI in Q4 2023 and has held it in 11 quarters since. 361 funds tracked by Wall St. Rank hold UBSI as of Q2 2026.

  • Rothschild Investment LLC held 2,465 shares of United Bankshares worth $113K as of Q2 2026.
  • Rothschild Investment LLC bought 270 United Bankshares shares in Q2 2026, an estimated $11.8K.
  • United Bankshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1010 holding.
  • Rothschild Investment LLC first reported a position in United Bankshares in Q4 2023 and has held it in 11 quarters since.
  • 361 funds tracked by Wall St. Rank held United Bankshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.