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Equibles

CAPTRUST FINANCIAL ADVISORS

Position in UBSI — United Bankshares Inc/Wv

CIK 1512024 RALEIGH, NC
Back to UBSI Full portfolio

Position in UBSI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,603,704
+$412,791 QoQ
Shares Held
78,632
+2.1% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 449 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority Sole 8% Shared 0% None 92%

Common Shares in UBSI Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. UBSI ranks #24 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 OZK
Bank OZK
 2,570,708 $133,908,179
2 PNC
Pnc Financial Services Group, Inc.
 323,224 $79,584,213
3 UMBF
Umb Financial Corp
 428,347 $61,150,817
4 TFC
Truist Financial Corp
 680,372 $33,896,133
5 FSBC
Five Star Bancorp
 467,107 $22,743,439
6 USB
US Bancorp De
 375,575 $22,684,730
7 NWG
NatWest Group plc
 1,013,954 $17,876,009
8 MTB
M&T Bank Corp
 68,944 $16,409,361

All Filings in UBSI

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,603,704 78,632
2026-03-31 $3,190,913 77,038
2025-12-31 $2,881,920 75,050
2025-09-30 $2,710,041 72,831
2025-06-30 $2,877,241 78,980
2025-03-31 $2,581,909 74,471
2024-12-31 $2,765,745 73,655
2024-09-30 $2,713,679 73,145
2024-06-30 $2,136,595 65,863
2024-03-31 $2,406,770 67,247
2023-12-31 $3,151,120 83,918
2023-09-30 $1,988,935 72,089
2023-06-30 $1,702,167 57,370
2023-03-31 $2,126,995 60,426
2022-12-31 $2,378,827 58,751
2022-09-30 $1,966,536 55,008
2022-06-30 $2,074,425 59,151
2022-03-31 $2,042,154 58,548
2021-12-31 $2,507,056 69,103
2021-09-30 $2,426,691 66,704
2021-06-30 $314,374 8,613
2021-03-31 $327,930 8,500
2020-12-31 $143,013 4,414
2020-09-30 $91,440 4,259
2020-06-30 $86,575 3,130