Position in UBSI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,975,488
+$340,839 QoQ
Shares Held
108,564
-3.0% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#72
of 449 holders
Holding Since
Jun 2020
4 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, 20261834 INVESTMENT ADVISORS CO holds $21,848,015 across 6 Banks - Regional names. UBSI ranks #3 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
186,047 | $9,268,861 | |
| 2 | USB |
US Bancorp De
|
96,080 | $5,803,232 | |
| 3 | UBSI |
United Bankshares Inc/Wv
This page
|
108,564 | $4,975,488 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
14,066 | $985,604 | |
| 5 | FBIZ |
First Business Financial Services, Inc.
|
6,813 | $430,377 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,811 | $384,453 |
All Filings in UBSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,975,488 | 108,564 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,634,649 | 111,894 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,699,609 | 96,344 | Shares | Sole | 2026-01-29 | |
| 2020-06-30 | $1,936 | 70 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||