Position in UBSI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,318,046
+$319,280 QoQ
Shares Held
72,399
0.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#6
of 101 holders
Holding Since
Mar 2020
26 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, 2026Waldron Private Wealth LLC holds $47,529,323 across 13 Banks - Regional names. UBSI ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCF |
First Commonwealth Financial Corp /Pa/
|
1,140,201 | $23,180,286 | |
| 2 | CBU |
Community Financial System, Inc.
|
122,062 | $8,192,801 | |
| 3 | STBA |
S&T Bancorp Inc
|
123,942 | $6,083,073 | |
| 4 | UBSI |
United Bankshares Inc/Wv
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|
72,399 | $3,318,046 | |
| 5 | CBFV |
CB Financial Services, Inc.
|
60,306 | $2,285,597 | |
| 6 | MTB |
M&T Bank Corp
|
6,500 | $1,547,065 | |
| 7 | TMP |
Tompkins Financial Corp
|
8,841 | $835,651 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
3,014 | $742,107 |
All Filings in UBSI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,318,046 | 72,399 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,998,766 | 72,399 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,780,121 | 72,399 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,877,858 | 77,341 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,817,532 | 77,341 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,681,412 | 77,341 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,924,919 | 77,894 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,094,658 | 83,414 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,702,446 | 83,306 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,981,521 | 83,306 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,126,413 | 83,260 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $2,297,143 | 83,260 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $2,310,017 | 77,857 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $2,941,769 | 83,573 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $3,202,920 | 79,104 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,827,968 | 79,104 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,814,437 | 80,252 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,801,805 | 80,327 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,911,542 | 80,252 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,922,732 | 80,339 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,929,198 | 80,252 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,096,122 | 80,252 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,025,252 | 93,372 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,003,880 | 93,334 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,580,567 | 93,296 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,219,418 | 96,162 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||