Position in UBSI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$522,782
+$50,305 QoQ
Shares Held
11,407
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#48
of 140 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COURIER CAPITAL LLC holds $16,798,686 across 12 Banks - Regional names. UBSI ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
32,772 | $7,800,063 | |
| 2 | FISI |
Financial Institutions Inc
|
119,133 | $4,642,613 | |
| 3 | RF |
Regions Financial Corp
|
25,000 | $755,000 | |
| 4 | PLBC |
Plumas Bancorp
|
10,000 | $584,400 | |
| 5 | UBSI |
United Bankshares Inc/Wv
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|
11,407 | $522,782 | |
| 6 | USB |
US Bancorp De
|
7,788 | $470,395 | |
| 7 | LSBK |
Lake Shore Bancorp, Inc. /MD/
|
25,694 | $457,610 | |
| 8 | BVFL |
BV Financial, Inc.
|
20,913 | $442,937 |
All Filings in UBSI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,782 | 11,407 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $472,477 | 11,407 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $222,297 | 5,789 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $215,408 | 5,789 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $210,893 | 5,789 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $200,704 | 5,789 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $217,376 | 5,789 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $214,771 | 5,789 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $207,188 | 5,789 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $217,376 | 5,789 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||