Position in UBSI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$753,811
+$231,133 QoQ
Shares Held
16,448
+30.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#42
of 140 holders
Holding Since
Jun 2020
24 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, 2026CWA Asset Management Group, LLC holds $24,191,465 across 16 Banks - Regional names. UBSI ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHN |
First Horizon Corp
|
306,050 | $7,847,122 | |
| 2 | MTB |
M&T Bank Corp
|
24,451 | $5,819,582 | |
| 3 | TFC |
Truist Financial Corp
|
49,666 | $2,474,360 | |
| 4 | NPB |
Northpointe Bancshares Inc
|
74,853 | $1,435,680 | |
| 5 | USB |
US Bancorp De
|
20,314 | $1,226,965 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
17,151 | $1,201,770 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
3,339 | $822,128 | |
| 8 | UBSI |
United Bankshares Inc/Wv
This page
|
16,448 | $753,811 |
All Filings in UBSI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,811 | 16,448 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $522,678 | 12,619 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $484,569 | 12,619 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $471,339 | 12,667 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $461,458 | 12,667 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $430,774 | 12,425 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $466,558 | 12,425 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $460,967 | 12,425 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $444,690 | 12,425 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $466,558 | 12,425 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $342,805 | 12,425 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $367,225 | 12,377 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $435,670 | 12,377 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $501,144 | 12,377 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $442,477 | 12,377 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $434,061 | 12,377 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $431,709 | 12,377 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $449,037 | 12,377 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $450,275 | 12,377 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,055,762 | 28,925 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,115,926 | 28,925 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $937,170 | 28,925 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $621,019 | 28,925 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $800,065 | 28,925 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||