Position in UBSI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$79,652
+$7,706 QoQ
Shares Held
1,738
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#340
of 446 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Hughes Financial Services, LLC holds $1,373,173 across 85 Banks - Regional names. UBSI ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
25,247 | $610,724 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,060 | $260,993 | |
| 3 | MNSB |
MainStreet Bancshares, Inc.
|
5,440 | $134,313 | |
| 4 | TFC |
Truist Financial Corp
|
2,358 | $117,475 | |
| 5 | UBSI |
United Bankshares Inc/Wv
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|
1,738 | $79,652 | |
| 6 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
1,332 | $54,145 | |
| 7 | CUBI |
Customers Bancorp, Inc.
|
200 | $15,820 | |
| 8 | MTB |
M&T Bank Corp
|
49 | $11,662 |
All Filings in UBSI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,652 | 1,738 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $71,946 | 1,737 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $66,700 | 1,737 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $64,633 | 1,737 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $63,278 | 1,737 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $60,221 | 1,737 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||