Position in UBSI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$71,946
+$5,246 QoQ
Shares Held
1,737
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Hughes Financial Services, LLC holds $1,149,258 across 58 Banks - Regional names. UBSI ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
25,247 | $513,523 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,046 | $217,662 | |
| 3 | MNSB |
MainStreet Bancshares, Inc.
|
5,440 | $120,768 | |
| 4 | TFC |
Truist Financial Corp
|
2,304 | $105,914 | |
| 5 | UBSI |
United Bankshares Inc/Wv
This page
|
1,737 | $71,946 | |
| 6 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
1,332 | $45,048 | |
| 7 | CUBI |
Customers Bancorp, Inc.
|
199 | $13,812 | |
| 8 | MTB |
M&T Bank Corp
|
42 | $8,682 |
All Filings in UBSI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||