BURKETT FINANCIAL SERVICES, LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 1762716
ROCK HILL, SC
Position in UBSI
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$18,881
+$1,941 QoQ
Shares Held
412
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#378
of 449 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $98,897 across 5 Banks - Regional names. UBSI ranks #2 (19.1% of the industry book) .
All Filings in UBSI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,881 | 412 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $16,940 | 409 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $15,552 | 405 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $14,921 | 401 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $14,462 | 397 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $13,625 | 393 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $14,606 | 389 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $14,283 | 385 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $12,359 | 381 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $142,694 | 3,987 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $148,622 | 3,958 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||