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Equibles

Focus Partners Wealth

Position in UBSI — United Bankshares Inc/Wv

CIK 1542153 ST LOUIS, MO
Back to UBSI Full portfolio

Position in UBSI

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$4,427,590
-$599,803 QoQ
Shares Held
96,609
-20.4% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 449 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 12% Shared 0% None 88%

Common Shares in UBSI Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $522,687,392 across 99 Banks - Regional names. UBSI ranks #17 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 642,044 $158,084,073
2 USB
US Bancorp De
 947,565 $57,232,926
3 TFC
Truist Financial Corp
 780,678 $38,893,377
4 NU
Nu Holdings Ltd.
 2,668,282 $35,648,247
5 MTB
M&T Bank Corp
 111,944 $26,643,791
6 KEY
Keycorp /New/
 954,910 $22,010,675
7 WAL
Western Alliance Bancorporation
 192,215 $15,800,073
8 FITB
Fifth Third Bancorp
 251,123 $14,155,803

All Filings in UBSI

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,427,590 96,609
2026-03-31 $5,027,393 121,376
2025-12-31 $4,285,708 111,607
2025-09-30 $3,410,556 91,657
2025-06-30 $3,417,753 93,817
2025-03-31 $2,534,446 73,102
2024-12-31 $985,274 26,239
2024-09-30 $1,706,414 45,995
2024-06-30 $1,994,930 61,496
2024-03-31 $2,034,303 56,840
2023-12-31 $2,134,342 56,840