Abundance Wealth Counselors
Position in UBSI — United Bankshares Inc/Wv
CIK 1767080
STATE COLLEGE, PA
Position in UBSI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$215,446
+$126,442 QoQ
Shares Held
4,701
+103.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#55
of 101 holders
Holding Since
Mar 2021
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, 2026Abundance Wealth Counselors holds $9,577,884 across 11 Banks - Regional names. UBSI ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBWM |
Mercantile Bank Corp
|
56,181 | $3,225,913 | |
| 2 | RF |
Regions Financial Corp
|
104,722 | $3,162,604 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,274 | $1,052,344 | |
| 4 | TFC |
Truist Financial Corp
|
8,002 | $398,659 | |
| 5 | CBFV |
CB Financial Services, Inc.
|
8,411 | $318,776 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
8,612 | $290,741 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
4,538 | $287,028 | |
| 8 | UBSI |
United Bankshares Inc/Wv
This page
|
4,701 | $215,446 |
All Filings in UBSI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,446 | 4,701 | Shares | Sole | 2026-07-23 | |
| 2021-03-31 | $89,004 | 2,307 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||