Position in UBSI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,591,274
+$249,346 QoQ
Shares Held
56,541
0.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#109
of 437 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026STALEY CAPITAL ADVISERS INC holds $11,708,882 across 6 Banks - Regional names. UBSI ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMNB |
Farmers National Banc Corp /Oh/
|
252,029 | $3,679,623 | |
| 2 | UBSI |
United Bankshares Inc/Wv
This page
|
56,541 | $2,591,274 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
25,000 | $1,751,750 | |
| 4 | MTB |
M&T Bank Corp
|
5,475 | $1,303,104 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
5,106 | $1,257,199 | |
| 6 | TFC |
Truist Financial Corp
|
22,600 | $1,125,932 |
All Filings in UBSI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,591,274 | 56,541 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,341,928 | 56,541 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,171,174 | 56,541 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,103,890 | 56,541 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,059,788 | 56,541 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,977,611 | 57,041 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,257,130 | 60,110 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,230,081 | 60,110 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,949,968 | 60,110 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,151,336 | 60,110 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,396,854 | 63,831 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,773,540 | 64,282 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,905,941 | 64,238 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,835,363 | 52,141 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,864,564 | 46,050 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,633,739 | 45,699 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,589,442 | 45,322 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,567,716 | 44,946 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,981,214 | 54,609 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,986,675 | 54,609 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,993,228 | 54,609 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,106,815 | 54,609 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,697,131 | 114,109 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,596,920 | 214,109 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,337,154 | 229,109 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $6,365,671 | 275,809 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||