KESTRA PRIVATE WEALTH SERVICES, LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 1649451
AUSTIN, TX
Position in UBSI
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,321,173
+$260,988 QoQ
Shares Held
31,897
+15.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $40,268,197 across 35 Banks - Regional names. UBSI ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
25,061 | $5,214,943 | |
| 2 | RF |
Regions Financial Corp
|
171,587 | $4,481,852 | |
| 3 | TFC |
Truist Financial Corp
|
96,909 | $4,454,906 | |
| 4 | HDB |
Hdfc Bank Ltd
|
169,711 | $4,222,409 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
183,562 | $2,872,745 | |
| 6 | UBSI |
United Bankshares Inc/Wv
This page
|
31,897 | $1,321,173 | |
| 7 | BAP |
Credicorp Ltd
|
3,653 | $1,239,024 | |
| 8 | EWBC |
East West Bancorp Inc
|
11,143 | $1,189,626 |
All Filings in UBSI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,321,173 | 31,897 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,060,185 | 27,609 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,016,279 | 27,312 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $986,123 | 27,069 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $934,599 | 26,957 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $419,095 | 11,161 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||