Position in UBSI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$432,360
-$37,964 QoQ
Shares Held
9,434
-16.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#246
of 449 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $7,540,988 across 6 Banks - Regional names. UBSI ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,963 | $2,206,868 | |
| 2 | CVBF |
Cvb Financial Corp
|
89,158 | $2,010,512 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
25,489 | $1,786,013 | |
| 4 | NU |
Nu Holdings Ltd.
|
64,015 | $855,240 | |
| 5 | UBSI |
United Bankshares Inc/Wv
This page
|
9,434 | $432,360 | |
| 6 | RF |
Regions Financial Corp
|
8,278 | $249,995 |
All Filings in UBSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,360 | 9,434 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $470,324 | 11,355 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $436,032 | 11,355 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $423,263 | 11,375 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||