JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Position in UBSI — United Bankshares Inc/Wv
CIK 2006637
MILTON, GA
Position in UBSI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$366,640
+$35,280 QoQ
Shares Held
8,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#62
of 140 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $11,292,596 across 10 Banks - Regional names. UBSI ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
149,028 | $7,424,574 | |
| 2 | KEY |
Keycorp /New/
|
31,770 | $732,298 | |
| 3 | FITB |
Fifth Third Bancorp
|
11,619 | $654,963 | |
| 4 | OZK |
Bank OZK
|
10,523 | $548,143 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
1,631 | $401,584 | |
| 6 | UBSI |
United Bankshares Inc/Wv
This page
|
8,000 | $366,640 | |
| 7 | AUBN |
Auburn National Bancorporation, Inc
|
12,517 | $338,459 | |
| 8 | SBSI |
Southside Bancshares Inc
|
9,083 | $319,630 |
All Filings in UBSI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,640 | 8,000 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $331,360 | 8,000 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $307,200 | 8,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $347,839 | 9,348 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $340,547 | 9,348 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $324,095 | 9,348 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $351,017 | 9,348 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $346,810 | 9,348 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $303,249 | 9,348 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $334,564 | 9,348 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $351,017 | 9,348 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $257,911 | 9,348 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||