Position in UBSI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$433,368
+$39,713 QoQ
Shares Held
9,456
-0.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#245
of 449 holders
Holding Since
Jun 2023
10 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, 2026RIA Advisory Group LLC holds $3,477,875 across 3 Banks - Regional names. UBSI ranks #2 (12.5% of the industry book) .
All Filings in UBSI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,368 | 9,456 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $393,655 | 9,504 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $391,188 | 10,513 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $389,983 | 10,705 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $431,676 | 12,451 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $475,946 | 12,675 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $495,136 | 13,346 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $489,607 | 13,680 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $471,402 | 17,086 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $512,786 | 17,283 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||