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Equibles

EP Wealth Advisors, LLC

Position in UBSI — United Bankshares Inc/Wv

CIK 1540569 TORRANCE, CA
Back to UBSI Full portfolio

Position in UBSI

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$3,978,823
+$431,615 QoQ
Shares Held
86,817
+1.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#81
of 450 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in UBSI Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $47,309,373 across 52 Banks - Regional names. UBSI ranks #3 (8.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp \De\
 128,486 $7,760,554
2 PNC
Pnc Financial Services Group, Inc.
 17,159 $4,224,888
3 UBSI
United Bankshares Inc/Wv
This page 		86,817 $3,978,823
4 RF
Regions Financial Corp
 112,611 $3,400,852
5 FCNCA
First Citizens Bancshares Inc /De/
 1,207 $2,511,513
6 COLB
Columbia Banking System, Inc.
 64,751 $2,075,269
7 MTB
M&T Bank Corp
 6,925 $1,648,219
8 FITB
Fifth Third Bancorp
 24,943 $1,406,036

All Filings in UBSI

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,978,823 86,817
2026-03-31 $3,547,208 85,640
2025-12-31 $3,277,939 85,363
2025-06-30 $3,047,369 83,650
2025-03-31 $2,903,473 83,746
2024-12-31 $3,141,808 83,670
2024-09-30 $3,097,850 83,500
2024-06-30 $2,708,740 83,500
2024-03-31 $2,988,465 83,500
2023-12-31 $3,135,425 83,500
2023-09-30 $2,303,765 83,500
2023-06-30 $600,965 20,255
2023-03-31 $261,782 7,437
2022-12-31 $3,380,672 83,494
2022-09-30 $2,984,910 83,494
2022-06-30 $2,934,061 83,663
2022-03-31 $2,917,956 83,657
2021-12-31 $3,036,636 83,700
2021-09-30 $3,044,969 83,699