OPPENHEIMER ASSET MANAGEMENT INC.
Position in UBSI — United Bankshares Inc/Wv
CIK 1269119
NEW YORK, NY
Position in UBSI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,153,171
+$434,149 QoQ
Shares Held
112,441
-1.3% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#70
of 449 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $142,064,621 across 39 Banks - Regional names. UBSI ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
98,728 | $23,498,250 | |
| 2 | TFC |
Truist Financial Corp
|
414,818 | $20,666,232 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
133,095 | $13,426,622 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
43,384 | $10,682,004 | |
| 5 | UMBF |
Umb Financial Corp
|
43,693 | $6,237,612 | |
| 6 | BPOP |
Popular, Inc.
|
32,560 | $5,345,700 | |
| 7 | UBSI |
United Bankshares Inc/Wv
This page
|
112,441 | $5,153,171 | |
| 8 | FHN |
First Horizon Corp
|
189,471 | $4,858,036 |
All Filings in UBSI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,153,171 | 112,441 | Shares | Other | 2026-08-03 | |
| 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. | ||||||