BEACON INVESTMENT ADVISORS LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 1961635
Gaithersburg, MD
Position in UBSI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$252,844
+$25,821 QoQ
Shares Held
5,517
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#295
of 446 holders
Holding Since
Dec 2023
8 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 Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $2,207,981 across 4 Banks - Regional names. UBSI ranks #3 (11.5% of the industry book) .
All Filings in UBSI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,844 | 5,517 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $227,023 | 5,481 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $219,494 | 5,716 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $211,129 | 5,674 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $205,137 | 5,631 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $208,177 | 5,544 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $204,161 | 5,503 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $201,793 | 5,374 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||