Graves Light Lenhart Wealth, Inc.
Position in UBSI — United Bankshares Inc/Wv
CIK 1759803
HARRISONBURG, VA
Position in UBSI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$286,758
+$27,594 QoQ
Shares Held
6,257
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#288
of 449 holders
Holding Since
Mar 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, 2026Graves Light Lenhart Wealth, Inc. holds $5,923,729 across 7 Banks - Regional names. UBSI ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
51,009 | $2,541,268 | |
| 2 | UVSP |
UNIVEST FINANCIAL Corp
|
24,450 | $1,069,687 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,598 | $885,899 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
14,048 | $594,370 | |
| 5 | USB |
US Bancorp De
|
5,207 | $314,502 | |
| 6 | UBSI |
United Bankshares Inc/Wv
This page
|
6,257 | $286,758 | |
| 7 | BHRB |
Burke & Herbert Financial Services Corp.
|
3,218 | $231,245 |
All Filings in UBSI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,758 | 6,257 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $259,164 | 6,257 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $240,268 | 6,257 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $232,822 | 6,257 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $227,942 | 6,257 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $216,930 | 6,257 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $234,950 | 6,257 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $248,570 | 6,700 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $217,348 | 6,700 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $239,793 | 6,700 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $251,585 | 6,700 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $235,840 | 6,700 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $271,283 | 6,700 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $239,525 | 6,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $232,794 | 6,638 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $231,533 | 6,638 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $243,076 | 6,700 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $241,490 | 6,638 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $244,732 | 6,705 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $258,678 | 6,705 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $217,242 | 6,705 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $255,922 | 11,920 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $485,764 | 17,562 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $405,330 | 17,562 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||