Wealthcare Advisory Partners LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 1683059
WEST CHESTER, PA
Position in UBSI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,628,258
+$230,082 QoQ
Shares Held
57,348
-1.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#8
of 101 holders
Holding Since
Mar 2020
26 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, 2026Wealthcare Advisory Partners LLC holds $23,618,065 across 10 Banks - Regional names. UBSI ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
185,123 | $9,222,827 | |
| 2 | KEY |
Keycorp /New/
|
187,745 | $4,327,522 | |
| 3 | UBSI |
United Bankshares Inc/Wv
This page
|
57,348 | $2,628,258 | |
| 4 | RF |
Regions Financial Corp
|
74,195 | $2,240,689 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
105,675 | $1,873,617 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,372 | $1,815,133 | |
| 7 | USB |
US Bancorp \De\
|
10,222 | $617,408 | |
| 8 | FXNC |
First National Corp /Va/
|
13,658 | $410,013 |
All Filings in UBSI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,628,258 | 57,348 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,398,176 | 57,899 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,220,748 | 57,832 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,198,962 | 59,096 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,146,164 | 58,912 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,641,693 | 47,352 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,151,014 | 57,284 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,123,084 | 57,226 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,853,913 | 57,149 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,049,979 | 57,278 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,103,626 | 56,022 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,543,577 | 55,947 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,509,579 | 50,879 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,437,145 | 40,828 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,651,870 | 40,797 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,458,242 | 40,790 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,430,505 | 40,790 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,233,008 | 35,350 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,282,498 | 35,350 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,292,399 | 35,525 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,301,042 | 35,645 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $989,384 | 25,645 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $885,978 | 27,345 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $433,157 | 20,175 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $281,440 | 10,175 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $234,839 | 10,175 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||