Position in UBSI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$297,895
+$28,665 QoQ
Shares Held
6,500
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#282
of 446 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Accordant Advisory Group Inc holds $1,024,651 across 5 Banks - Regional names. UBSI ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AUB |
Atlantic Union Bankshares Corp
|
12,606 | $533,359 | |
| 2 | UBSI |
United Bankshares Inc/Wv
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|
6,500 | $297,895 | |
| 3 | TFC |
Truist Financial Corp
|
3,295 | $164,156 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
271 | $18,750 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
104 | $10,491 |
All Filings in UBSI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,895 | 6,500 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $269,230 | 6,500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $249,600 | 6,500 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $241,865 | 6,500 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $236,795 | 6,500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $225,355 | 6,500 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $244,075 | 6,500 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $241,150 | 6,500 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $210,860 | 6,500 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $239,793 | 6,700 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||