Position in UBSI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$29,437,525
+$2,047,266 QoQ
Shares Held
710,708
-0.4% QoQ
Ownership
0.516%
of shares outstanding
% of Portfolio
4.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026UNITED BANK holds $30,678,715 across 2 Banks - Regional names. UBSI ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBSI |
United Bankshares Inc/Wv
This page
|
710,708 | $29,437,525 | |
| 2 | TFC |
Truist Financial Corp
|
27,000 | $1,241,190 |
All Filings in UBSI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,437,525 | 710,708 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $27,390,259 | 713,288 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,483,547 | 711,732 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $25,973,714 | 712,976 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $24,673,563 | 711,669 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $27,357,915 | 728,573 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $27,627,219 | 744,669 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $24,676,199 | 760,672 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,967,469 | 725,551 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $27,197,239 | 724,294 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $20,847,803 | 755,629 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $22,811,540 | 768,842 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $27,617,954 | 784,601 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $31,302,089 | 773,082 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,032,790 | 784,134 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,769,911 | 763,328 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,040,998 | 775,258 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,014,167 | 799,729 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $30,126,349 | 828,102 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $30,078,153 | 824,059 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $32,507,622 | 842,603 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $32,744,443 | 1,010,631 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $23,538,590 | 1,096,348 | Shares | Sole | 2020-12-11 | |
| 2020-06-30 | $30,297,270 | 1,095,346 | Shares | Sole | 2020-09-18 | |
| 2020-03-31 | $25,003,879 | 1,083,357 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||