Position in UBSI
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$178,399
+$16,779 QoQ
Shares Held
3,902
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 21 holders
Holding Since
Mar 2025
6 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 Jun 30, 2026EASTERN BANK holds $105,930,054 across 21 Banks - Regional names. UBSI ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
239,171 | $58,888,682 | |
| 2 | EBC |
Eastern Bankshares, Inc.
|
1,472,122 | $32,739,992 | |
| 3 | USB |
US Bancorp De
|
160,073 | $9,668,408 | |
| 4 | INDB |
Independent Bank Corp
|
24,925 | $2,078,993 | |
| 5 | MTB |
M&T Bank Corp
|
6,809 | $1,620,609 | |
| 6 | TFC |
Truist Financial Corp
|
4,422 | $220,303 | |
| 7 | UBSI |
United Bankshares Inc/Wv
This page
|
3,902 | $178,399 | |
| 8 | WF |
Woori Financial Group Inc.
|
2,437 | $141,102 |
All Filings in UBSI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,399 | 3,902 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $161,620 | 3,902 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $183,321 | 4,774 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $198,589 | 5,337 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $194,426 | 5,337 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $185,033 | 5,337 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||