Position in UBSI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,831,754
+$622,782 QoQ
Shares Held
83,608
+0.0% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#9
of 140 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $40,870,360 across 19 Banks - Regional names. UBSI ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHCO |
City Holding Co
|
106,738 | $14,157,728 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
92,489 | $6,480,704 | |
| 3 | TFC |
Truist Financial Corp
|
80,076 | $3,989,386 | |
| 4 | UBSI |
United Bankshares Inc/Wv
This page
|
83,608 | $3,831,754 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,726 | $1,902,295 | |
| 7 | USB |
US Bancorp De
|
27,495 | $1,660,698 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
74,223 | $1,315,973 |
All Filings in UBSI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,831,754 | 83,608 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $3,208,972 | 83,567 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $3,085,415 | 82,919 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,021,285 | 82,934 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,906,594 | 83,836 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,162,273 | 84,215 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,124,524 | 84,219 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,229,457 | 161,204 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,732,949 | 160,183 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,109,084 | 162,692 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,169,760 | 42,398 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,238,040 | 41,727 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,386,352 | 39,385 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,631,908 | 40,304 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,439,366 | 40,262 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,410,024 | 40,206 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,402,385 | 40,206 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $2,023,045 | 55,762 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||