Position in UBSI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$310,727
+$29,900 QoQ
Shares Held
6,780
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#280
of 449 holders
Holding Since
Dec 2024
7 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, 2026NATURAL INVESTMENTS, LLC holds $7,209,818 across 12 Banks - Regional names. UBSI ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,232 | $2,026,883 | |
| 2 | EWBC |
East West Bancorp Inc
|
8,756 | $1,130,312 | |
| 3 | AMAL |
Amalgamated Financial Corp.
|
22,061 | $1,012,599 | |
| 4 | USB |
US Bancorp \De\
|
16,679 | $1,007,411 | |
| 5 | HDB |
Hdfc Bank Ltd
|
19,510 | $503,943 | |
| 6 | LYG |
Lloyds Banking Group plc
|
62,531 | $364,555 | |
| 7 | UBSI |
United Bankshares Inc/Wv
This page
|
6,780 | $310,727 | |
| 8 | FITB |
Fifth Third Bancorp
|
4,880 | $275,085 |
All Filings in UBSI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,727 | 6,780 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $280,827 | 6,780 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $260,352 | 6,780 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $252,283 | 6,780 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $246,995 | 6,780 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $233,537 | 6,736 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $304,192 | 8,101 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||