Kingsview Wealth Management, LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 1791965
GRANTS PASS, OR
Position in UBSI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,152,349
+$111,009 QoQ
Shares Held
25,144
+0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#176
of 449 holders
Holding Since
Jun 2020
25 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, 2026Kingsview Wealth Management, LLC holds $30,980,306 across 23 Banks - Regional names. UBSI ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
172,620 | $8,599,928 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
20,241 | $4,983,739 | |
| 3 | RF |
Regions Financial Corp
|
128,662 | $3,885,592 | |
| 4 | USB |
US Bancorp De
|
53,189 | $3,212,615 | |
| 5 | FITB |
Fifth Third Bancorp
|
28,027 | $1,579,881 | |
| 6 | UBSI |
United Bankshares Inc/Wv
This page
|
25,144 | $1,152,349 | |
| 7 | CARE |
Carter Bankshares, Inc.
|
32,894 | $1,118,724 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
56,890 | $1,008,659 |
All Filings in UBSI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,152,349 | 25,144 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||