Hoxton Planning & Management, LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 1954782
SHEPHERDSTOWN, WV
Position in UBSI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$238,224
+$22,923 QoQ
Shares Held
5,198
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#307
of 449 holders
Holding Since
Mar 2026
2 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, 2026Hoxton Planning & Management, LLC holds $3,501,629 across 8 Banks - Regional names. UBSI ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHBI |
Shore Bancshares Inc
|
66,634 | $1,529,250 | |
| 2 | TFC |
Truist Financial Corp
|
9,005 | $448,629 | |
| 3 | USB |
US Bancorp De
|
6,958 | $420,263 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
4,742 | $332,271 | |
| 5 | RF |
Regions Financial Corp
|
8,425 | $254,435 | |
| 6 | UBSI |
United Bankshares Inc/Wv
This page
|
5,198 | $238,224 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
879 | $216,427 | |
| 8 | LYG |
Lloyds Banking Group plc
|
10,657 | $62,130 |
All Filings in UBSI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,224 | 5,198 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $215,301 | 5,198 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||