Position in UBSI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$992,127
+$96,337 QoQ
Shares Held
21,648
+0.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#186
of 446 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BIP Wealth, LLC holds $10,319,595 across 10 Banks - Regional names. UBSI ranks #6 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSB |
SouthState Bank Corp
|
31,455 | $3,142,354 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,581 | $1,374,153 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
13,572 | $1,369,143 | |
| 4 | TFC |
Truist Financial Corp
|
25,129 | $1,251,926 | |
| 5 | ABCB |
Ameris Bancorp
|
11,361 | $1,025,443 | |
| 6 | UBSI |
United Bankshares Inc/Wv
This page
|
21,648 | $992,127 | |
| 7 | RF |
Regions Financial Corp
|
18,344 | $553,988 | |
| 8 | TFIN |
Triumph Financial, Inc.
|
4,030 | $307,529 |
All Filings in UBSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992,127 | 21,648 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $895,790 | 21,627 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $717,696 | 18,690 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||