Position in UBSI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$550,554
+$42,254 QoQ
Shares Held
13,292
+0.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Heritage Wealth Advisors holds $3,914,246 across 13 Banks - Regional names. UBSI ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
36,076 | $1,658,413 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
21,089 | $753,720 | |
| 3 | UBSI |
United Bankshares Inc/Wv
This page
|
13,292 | $550,554 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,915 | $398,492 | |
| 5 | BRBS |
Blue Ridge Bankshares, Inc.
|
72,588 | $304,869 | |
| 6 | RF |
Regions Financial Corp
|
3,437 | $89,774 | |
| 7 | CHCO |
City Holding Co
|
415 | $49,600 | |
| 8 | LNKB |
LINKBANCORP, Inc.
|
4,938 | $41,182 |
All Filings in UBSI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $550,554 | 13,292 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $508,300 | 13,237 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $490,502 | 13,182 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $679,565 | 18,654 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $644,723 | 18,596 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $696,327 | 18,544 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $813,380 | 21,924 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $709,300 | 21,865 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $780,544 | 21,809 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $817,088 | 21,760 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $598,509 | 21,693 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $641,851 | 21,633 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $585,481 | 16,633 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $673,470 | 16,633 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $638,602 | 17,863 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $626,455 | 17,863 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $623,061 | 17,863 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $648,069 | 17,863 | Shares | Sole | 2022-03-28 | |
| No filing history on record for this holder in this stock. | ||||||