Dana Investment Advisors, Inc.
Position in UBSI — United Bankshares Inc/Wv
CIK 1427514
BROOKFIELD, WI
Position in UBSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,384,820
+$274,924 QoQ
Shares Held
73,856
-1.6% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#93
of 449 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $130,660,715 across 28 Banks - Regional names. UBSI ranks #16 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAPN |
Happen, Inc.
|
635,985 | $13,190,328 | |
| 2 | PFBC |
Preferred Bank
|
105,736 | $11,235,507 | |
| 3 | OCFC |
Oceanfirst Financial Corp
|
425,718 | $8,314,272 | |
| 4 | HOPE |
Hope Bancorp Inc
|
596,116 | $8,154,866 | |
| 5 | NWBI |
Northwest Bancshares, Inc.
|
502,644 | $7,620,083 | |
| 6 | 95,512 | $7,299,027 | |||
| 7 | BANC |
Banc Of California, Inc.
|
342,902 | $7,005,487 | |
| 8 | HFWA |
Heritage Financial Corp /Wa/
|
216,374 | $6,408,997 |
All Filings in UBSI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,384,820 | 73,856 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,109,896 | 75,082 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,889,638 | 75,251 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,803,699 | 75,348 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,764,745 | 75,892 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,673,750 | 77,120 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,970,430 | 79,106 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,103,823 | 83,661 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,034,340 | 93,537 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $3,392,498 | 94,789 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||