Nicholson Wealth Management Group, LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 2035982
CHARLESTOWN, SC
Position in UBSI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,158,067
+$230,259 QoQ
Shares Held
76,245
0.0% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Nicholson Wealth Management Group, LLC holds $6,894,530 across 4 Banks - Regional names. UBSI ranks #1 (45.8% of the industry book) .
All Filings in UBSI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,158,067 | 76,245 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,927,808 | 76,245 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,837,076 | 76,245 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,777,605 | 76,245 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,643,414 | 76,245 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,862,999 | 76,245 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,848,686 | 76,784 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||