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Equibles

Heritage Wealth Advisors

Position in UBSI — United Bankshares Inc/Wv

CIK 1591122 RICHMOND, VA
Back to UBSI Full portfolio

Position in UBSI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$611,555
+$61,001 QoQ
Shares Held
13,344
+0.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 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, 2026

Heritage Wealth Advisors holds $5,082,554 across 15 Banks - Regional names. UBSI ranks #3 (12.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TFC
Truist Financial Corp
 36,126 $1,799,797
2 AUB
Atlantic Union Bankshares Corp
 21,268 $899,849
3 UBSI
United Bankshares Inc/Wv
This page 		13,344 $611,555
4 PNC
Pnc Financial Services Group, Inc.
 1,916 $471,757
5 CFG
Citizens Financial Group Inc/Ri
 5,850 $409,909
6 MTB
M&T Bank Corp
 1,460 $347,494
7 BRBS
Blue Ridge Bankshares, Inc.
 72,588 $256,235
8 RF
Regions Financial Corp
 3,437 $103,797

All Filings in UBSI

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $611,555 13,344
2026-03-31 $550,554 13,292
2025-12-31 $508,300 13,237
2025-09-30 $490,502 13,182
2025-06-30 $679,565 18,654
2025-03-31 $644,723 18,596
2024-12-31 $696,327 18,544
2024-09-30 $813,380 21,924
2024-06-30 $709,300 21,865
2024-03-31 $780,544 21,809
2023-12-31 $817,088 21,760
2023-09-30 $598,509 21,693
2023-06-30 $641,851 21,633
2023-03-31 $585,481 16,633
2022-12-31 $673,470 16,633
2022-09-30 $638,602 17,863
2022-06-30 $626,455 17,863
2022-03-31 $623,061 17,863
2021-12-31 $648,069 17,863