Position in UBSI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,547,208
+$269,269 QoQ
Shares Held
85,640
+0.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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, 2026EP Wealth Advisors, LLC holds $40,210,250 across 58 Banks - Regional names. UBSI ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
124,033 | $6,450,956 | |
| 2 | UBSI |
United Bankshares Inc/Wv
This page
|
85,640 | $3,547,208 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
14,288 | $2,973,189 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,174 | $2,212,590 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
64,488 | $1,768,905 | |
| 6 | MTB |
M&T Bank Corp
|
5,727 | $1,183,885 | |
| 7 | RF |
Regions Financial Corp
|
45,042 | $1,176,497 | |
| 8 | EWBC |
East West Bancorp Inc
|
10,452 | $1,115,855 |
All Filings in UBSI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,547,208 | 85,640 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,277,939 | 85,363 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,047,369 | 83,650 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,903,473 | 83,746 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,141,808 | 83,670 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,097,850 | 83,500 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,708,740 | 83,500 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,988,465 | 83,500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,135,425 | 83,500 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $2,303,765 | 83,500 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $600,965 | 20,255 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $261,782 | 7,437 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $3,380,672 | 83,494 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $2,984,910 | 83,494 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $2,934,061 | 83,663 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,917,956 | 83,657 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $3,036,636 | 83,700 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,044,969 | 83,699 | Shares | Sole | 2021-11-23 | |
| No filing history on record for this holder in this stock. | ||||||