Accurate Wealth Management, LLC

Position in UBSI — United Bankshares Inc/Wv

CIK 1877728 WESLEY CHAPEL, FL

Position in UBSI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$434,880

+$26,396 QoQ

Shares Held

9,489

-3.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#243

of 449 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $8,906,246 across 9 Banks - Regional names. UBSI ranks #7 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	10,654	$2,623,227
2	FITB	Fifth Third Bancorp	27,503	$1,550,344
3	USB	US Bancorp De	20,455	$1,235,482
4	TFC	Truist Financial Corp	21,690	$1,080,595
5	CFG	Citizens Financial Group Inc/Ri	11,273	$789,899
6	WTFC	Wintrust Financial Corp	3,061	$491,963
7	UBSI	United Bankshares Inc/Wv This page	9,489	$434,880
8	KEY	Keycorp /New/	18,162	$418,634

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$434,880	9,489	-3.8%	Shares	Sole	2026-07-15
2026-03-31	$408,484	9,862	+73.1%	Shares	Sole	2026-04-23
2025-12-31	$218,803	5,698	+6.1%	Shares	Sole	2026-01-14
2024-09-30	$199,152	5,368	-10.1%	Shares	Sole	2024-10-17
2024-06-30	$193,666	5,970	+1.5%	Shares	Sole	2024-07-17
2024-03-31	$210,409	5,879	-2.8%	Shares	Sole	2024-04-23
2023-12-31	$227,027	6,046	-20.3%	Shares	Sole	2024-01-12
2023-09-30	$209,270	7,585	+4.4%	Shares	Sole	2023-10-23
2023-06-30	$215,641	7,268	+3.0%	Shares	Sole	2023-07-24
2023-03-31	$248,441	7,058	+29.4%	Shares	Sole	2023-04-13
2022-12-31	$220,913	5,456	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.