Kingsview Wealth Management, LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 1791965
GRANTS PASS, OR
Position in UBSI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,041,340
+$78,768 QoQ
Shares Held
25,141
+0.3% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Kingsview Wealth Management, LLC holds $26,390,431 across 21 Banks - Regional names. UBSI ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
171,821 | $7,898,611 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
19,864 | $4,133,499 | |
| 3 | RF |
Regions Financial Corp
|
122,896 | $3,210,043 | |
| 4 | USB |
US Bancorp De
|
49,927 | $2,596,703 | |
| 5 | FITB |
Fifth Third Bancorp
|
33,488 | $1,555,852 | |
| 6 | UBSI |
United Bankshares Inc/Wv
This page
|
25,141 | $1,041,340 | |
| 7 | FFIN |
First Financial Bankshares Inc
|
27,492 | $809,639 | |
| 8 | CARE |
Carter Bankshares, Inc.
|
32,097 | $748,502 |
All Filings in UBSI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,041,340 | 25,141 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $962,572 | 25,067 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $940,557 | 25,277 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $991,697 | 27,222 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $885,818 | 25,550 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $964,922 | 25,697 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $963,709 | 25,976 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $969,696 | 29,892 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,093,635 | 30,557 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,149,180 | 30,604 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $844,254 | 30,600 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $914,459 | 30,821 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,084,793 | 30,818 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,355,483 | 33,477 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,306,555 | 36,547 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,210,370 | 34,513 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,198,581 | 34,363 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $1,139,373 | 31,405 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,157,975 | 31,830 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $1,161,795 | 31,830 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,328,656 | 34,439 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,004,691 | 31,009 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $706,470 | 32,905 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $910,152 | 32,905 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||