Measured Wealth Private Client Group, LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 1720235
PORTSMOUTH, NH
Position in UBSI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$261,780
+$28,544 QoQ
Shares Held
5,712
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#294
of 449 holders
Holding Since
Mar 2026
2 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, 2026Measured Wealth Private Client Group, LLC holds $6,391,442 across 23 Banks - Regional names. UBSI ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EWBC |
East West Bancorp Inc
|
8,631 | $1,114,175 | |
| 2 | HWC |
Hancock Whitney Corp
|
14,468 | $1,081,048 | |
| 3 | BPOP |
Popular, Inc.
|
6,413 | $1,052,886 | |
| 4 | FBP |
First Bancorp /Pr/
|
30,825 | $803,607 | |
| 5 | BAP |
Credicorp Ltd
|
1,514 | $589,824 | |
| 6 | CIB |
Grupo Cibest S.A.
|
6,375 | $506,366 | |
| 7 | CAC |
Camden National Corp
|
5,310 | $287,908 | |
| 8 | UBSI |
United Bankshares Inc/Wv
This page
|
5,712 | $261,780 |
All Filings in UBSI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,780 | 5,712 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $233,236 | 5,631 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||