OPPENHEIMER ASSET MANAGEMENT INC.
Position in UBSI — United Bankshares Inc/Wv
CIK 1269119
NEW YORK, NY
Position in UBSI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$4,719,022
+$268,808 QoQ
Shares Held
113,931
-1.7% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $132,979,731 across 38 Banks - Regional names. UBSI ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
104,153 | $21,530,507 | |
| 2 | TFC |
Truist Financial Corp
|
416,327 | $19,138,551 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
114,073 | $9,826,245 | |
| 4 | FHN |
First Horizon Corp
|
414,208 | $9,427,373 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
39,710 | $8,263,250 | |
| 6 | UMBF |
Umb Financial Corp
|
44,091 | $4,973,023 | |
| 7 | UBSI |
United Bankshares Inc/Wv
This page
|
113,931 | $4,719,022 | |
| 8 | BPOP |
Popular, Inc.
|
33,994 | $4,560,974 |
All Filings in UBSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,719,022 | 113,931 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $4,450,214 | 115,891 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $4,382,593 | 117,780 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $4,104,276 | 112,662 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,811,307 | 109,931 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $4,052,245 | 107,916 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $3,936,087 | 106,094 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $3,445,679 | 106,217 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $2,993,905 | 83,652 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $3,744,861 | 99,730 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,089,335 | 75,728 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $2,249,371 | 75,813 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $2,472,377 | 70,238 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,786,886 | 68,829 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $2,490,166 | 69,655 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,373,537 | 67,680 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,430,577 | 69,684 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,520,516 | 69,474 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $2,367,646 | 65,081 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,780,141 | 48,771 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $1,492,120 | 38,676 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,218,337 | 37,603 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $817,985 | 38,099 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,069,473 | 38,665 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $917,476 | 39,752 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||