Position in UBSI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,634,649
+$935,040 QoQ
Shares Held
111,894
+16.1% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
3 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 Mar 31, 20261834 INVESTMENT ADVISORS CO holds $18,987,791 across 5 Banks - Regional names. UBSI ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
187,020 | $8,597,309 | |
| 2 | UBSI |
United Bankshares Inc/Wv
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|
111,894 | $4,634,649 | |
| 3 | USB |
US Bancorp De
|
88,451 | $4,600,336 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
13,178 | $790,284 | |
| 5 | FBIZ |
First Business Financial Services, Inc.
|
6,772 | $365,213 |
All Filings in UBSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||