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Y-Intercept (HK)’s United Bankshares UBSI Stock Holding History

Y-Intercept (HK)’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
2025
Q3 		– Sell
-10,365
Closed -$378K – 2062
2025
Q2 		$378K Buy
+10,365
New +$364K 0.01% 1292
2023
Q3 		– Sell
-8,591
Closed -$255K – 1623
2023
Q2 		$255K Buy
+8,591
New +$270K 0.03% 837

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Y-Intercept (HK)'s UBSI Position: Q3 2025 in Review

Y-Intercept (HK) sold out of United Bankshares (UBSI) in Q3 2025, closing a stake of 10,365 shares — an estimated $378K sold.

Y-Intercept (HK) first reported a position in UBSI in Q2 2023 and held it in 2 quarters. The position peaked at $378K in Q2 2025. 371 funds tracked by Wall St. Rank hold UBSI as of Q3 2025.

  • Y-Intercept (HK) reported no remaining United Bankshares position as of Q3 2025 after selling out during the quarter.
  • Y-Intercept (HK) sold 10,365 United Bankshares shares in Q3 2025, an estimated $378K.
  • Y-Intercept (HK) first reported a position in United Bankshares in Q2 2023 and held it in 2 quarters.
  • Y-Intercept (HK)'s United Bankshares position peaked at $378K in Q2 2025.
  • 371 funds tracked by Wall St. Rank held United Bankshares as of Q3 2025.

Based on Y-Intercept (HK)'s 13F filing for Q3 2025, filed 31 Oct 2025.