Position in UBSI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$610,822
+$58,777 QoQ
Shares Held
13,328
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#220
of 449 holders
Holding Since
Dec 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 Jun 30, 2026Millstone Evans Group, LLC holds $2,473,524 across 24 Banks - Regional names. UBSI ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,218 | $792,335 | |
| 2 | UBSI |
United Bankshares Inc/Wv
This page
|
13,328 | $610,822 | |
| 3 | BUSE |
First Busey Corp /Nv/
|
13,350 | $393,825 | |
| 4 | TFC |
Truist Financial Corp
|
2,541 | $126,592 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
6,028 | $106,876 | |
| 6 | ZION |
Zions Bancorporation, National Association /Ut/
|
1,140 | $78,876 | |
| 7 | EGBN |
Eagle Bancorp Inc
|
2,210 | $62,741 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
599 | $60,427 |
All Filings in UBSI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,822 | 13,328 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $552,045 | 13,328 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $511,795 | 13,328 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $495,934 | 13,328 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $485,539 | 13,328 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $462,081 | 13,328 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $739,810 | 19,702 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||