Position in UBSI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$475,760
+$48,141 QoQ
Shares Held
10,381
+0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#229
of 446 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Lynx Investment Advisory holds $5,803,449 across 8 Banks - Regional names. UBSI ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
26,046 | $1,297,609 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,537 | $1,117,099 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
11,364 | $796,275 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
34,991 | $620,389 | |
| 5 | RF |
Regions Financial Corp
|
20,047 | $605,418 | |
| 6 | UBSI |
United Bankshares Inc/Wv
This page
|
10,381 | $475,760 | |
| 7 | USB |
US Bancorp De
|
7,697 | $464,897 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
6,157 | $426,002 |
All Filings in UBSI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,760 | 10,381 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $427,619 | 10,324 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $390,835 | 10,178 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $381,141 | 10,243 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $388,707 | 10,670 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $357,585 | 10,314 | Shares | Sole | 2025-06-16 | |
| 2024-12-31 | $470,050 | 12,518 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $464,009 | 12,507 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $405,337 | 12,495 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||