Position in UBSI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$35,564
+$3,423 QoQ
Shares Held
776
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#362
of 446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $31,172,561 across 47 Banks - Regional names. UBSI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
66,623 | $16,403,915 | |
| 2 | TFC |
Truist Financial Corp
|
271,399 | $13,521,098 | |
| 3 | RF |
Regions Financial Corp
|
13,346 | $403,049 | |
| 4 | USB |
US Bancorp De
|
4,289 | $259,055 | |
| 5 | KEY |
Keycorp /New/
|
6,823 | $157,270 | |
| 6 | NKSH |
National Bankshares Inc
|
2,002 | $72,732 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
574 | $39,715 | |
| 8 | UBSI |
United Bankshares Inc/Wv
This page
|
776 | $35,564 |
All Filings in UBSI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,564 | 776 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $32,141 | 776 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $29,299 | 763 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $28,391 | 763 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,679 | 101 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,461 | 71 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,666 | 71 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,634 | 71 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,303 | 71 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,541 | 71 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,666 | 71 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,958 | 71 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,106 | 71 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,499 | 71 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,874 | 71 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,538 | 71 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,489 | 71 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,476 | 71 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,575 | 71 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,582 | 71 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,591 | 71 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,739 | 71 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,300 | 71 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,524 | 71 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,963 | 71 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,638 | 71 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||