MILESTONE ASSET MANAGEMENT, LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 1964722
PITTSBURGH, PA
Position in UBSI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$245,327
+$23,606 QoQ
Shares Held
5,353
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#302
of 446 holders
Holding Since
Dec 2024
4 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, 2026MILESTONE ASSET MANAGEMENT, LLC holds $624,013 across 2 Banks - Regional names. UBSI ranks #2 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,538 | $378,686 | |
| 2 | UBSI |
United Bankshares Inc/Wv
This page
|
5,353 | $245,327 |
All Filings in UBSI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,327 | 5,353 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $221,721 | 5,353 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $205,555 | 5,353 | Shares | Sole | 2026-01-28 | |
| 2024-12-31 | $201,005 | 5,353 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||