Position in UBSI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$172,265
+$12,560 QoQ
Shares Held
4,159
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EVERMAY WEALTH MANAGEMENT LLC holds $20,565,861 across 12 Banks - Regional names. UBSI ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHRB |
Burke & Herbert Financial Services Corp.
|
185,765 | $11,571,301 | |
| 2 | JMSB |
John Marshall Bancorp, Inc.
|
349,969 | $7,097,371 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
25,033 | $894,679 | |
| 4 | TFC |
Truist Financial Corp
|
5,755 | $264,557 | |
| 5 | FULT |
Fulton Financial Corp
|
11,979 | $243,652 | |
| 6 | UBSI |
United Bankshares Inc/Wv
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|
4,159 | $172,265 | |
| 7 | FVCB |
FVCBankcorp, Inc.
|
10,300 | $156,457 | |
| 8 | EFSI |
Eagle Financial Services Inc
|
2,609 | $91,262 |
All Filings in UBSI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,265 | 4,159 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $159,705 | 4,159 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $154,756 | 4,159 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $151,512 | 4,159 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $144,192 | 4,159 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $156,170 | 4,159 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $154,298 | 4,159 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $134,917 | 4,159 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $148,850 | 4,159 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $156,170 | 4,159 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $164,739 | 5,971 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $177,159 | 5,971 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $210,812 | 5,989 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $242,494 | 5,989 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $214,106 | 5,989 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $225,359 | 6,426 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $224,138 | 6,426 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $233,135 | 6,426 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $235,960 | 6,486 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $236,739 | 6,486 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $250,229 | 6,486 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $210,373 | 6,493 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||