Position in UBSI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,717,969
+$408,094 QoQ
Shares Held
102,945
-1.1% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#73
of 449 holders
Holding Since
Mar 2020
22 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, 2026Wealthspire Advisors, LLC holds $38,069,507 across 25 Banks - Regional names. UBSI ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
291,615 | $10,241,518 | |
| 2 | BWFG |
Bankwell Financial Group, Inc.
|
87,538 | $5,142,857 | |
| 3 | UBSI |
United Bankshares Inc/Wv
This page
|
102,945 | $4,717,969 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
59,958 | $2,536,822 | |
| 5 | USB |
US Bancorp De
|
28,816 | $1,740,486 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
6,640 | $1,634,900 | |
| 7 | JMSB |
John Marshall Bancorp, Inc.
|
64,333 | $1,402,459 | |
| 8 | TFC |
Truist Financial Corp
|
27,175 | $1,353,858 |
All Filings in UBSI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,717,969 | 102,945 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,309,875 | 104,053 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $348,748 | 9,082 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $301,103 | 8,092 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $305,684 | 8,391 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $291,436 | 8,406 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $313,354 | 8,345 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $314,162 | 8,468 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $269,219 | 8,299 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $293,513 | 8,201 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $307,496 | 8,189 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $225,465 | 8,172 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $242,018 | 8,157 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $286,668 | 8,144 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $347,039 | 8,571 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $308,236 | 8,622 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $301,742 | 8,604 | Shares | Sole | 2022-08-09 | |
| 2021-09-30 | $367,729 | 10,108 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,934,454 | 80,396 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,099,787 | 80,347 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,688,325 | 82,973 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $1,840,099 | 79,727 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||