Position in UBSI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,309,875
+$3,961,127 QoQ
Shares Held
104,053
+1045.7% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Wealthspire Advisors, LLC holds $28,047,613 across 21 Banks - Regional names. UBSI ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
295,417 | $8,785,701 | |
| 2 | UBSI |
United Bankshares Inc/Wv
This page
|
104,053 | $4,309,875 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
60,575 | $2,164,950 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
9,183 | $1,910,890 | |
| 5 | USB |
US Bancorp De
|
26,489 | $1,377,692 | |
| 6 | JMSB |
John Marshall Bancorp, Inc.
|
64,141 | $1,300,779 | |
| 7 | TFC |
Truist Financial Corp
|
23,056 | $1,059,884 | |
| 8 | MTB |
M&T Bank Corp
|
4,975 | $1,028,432 |
All Filings in UBSI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||