Position in UBSI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,368,144
+$99,754 QoQ
Shares Held
33,031
0.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 Mar 31, 2026Crown Wealth Group, LLC holds $1,639,549 across 2 Banks - Regional names. UBSI ranks #1 (83.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBSI |
United Bankshares Inc/Wv
This page
|
33,031 | $1,368,144 | |
| 2 | CLBK |
Columbia Financial, Inc.
|
15,500 | $271,405 |
All Filings in UBSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,368,144 | 33,031 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,268,390 | 33,031 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,229,083 | 33,031 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,203,319 | 33,031 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||