Position in UBSI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,622,290
+$344,401 QoQ
Shares Held
35,398
+14.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#146
of 446 holders
Holding Since
Sep 2021
20 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, 2026Klingman & Associates, LLC holds $32,069,941 across 8 Banks - Regional names. UBSI ranks #2 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
409,912 | $28,722,533 | |
| 2 | UBSI |
United Bankshares Inc/Wv
This page
|
35,398 | $1,622,290 | |
| 3 | TFC |
Truist Financial Corp
|
14,520 | $723,386 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
8,547 | $288,546 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,129 | $277,982 | |
| 6 | USB |
US Bancorp \De\
|
3,508 | $211,883 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
15,229 | $145,893 | |
| 8 | LYG |
Lloyds Banking Group plc
|
13,281 | $77,428 |
All Filings in UBSI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,622,290 | 35,398 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,277,889 | 30,852 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,178,572 | 30,692 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,140,486 | 30,650 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,114,612 | 30,596 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,060,763 | 30,596 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,148,879 | 30,596 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,135,111 | 30,596 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $992,534 | 30,596 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,095,030 | 30,596 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,148,879 | 30,596 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $853,744 | 30,944 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $907,783 | 30,596 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $724,979 | 20,596 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $833,932 | 20,596 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $735,985 | 20,587 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $721,986 | 20,587 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $718,074 | 20,587 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $202,696 | 5,587 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $203,255 | 5,587 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||