Riverbend Wealth Management, LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 2055570
Myrtle Beach, SC
Position in UBSI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$425,577
+$41,407 QoQ
Shares Held
9,286
+0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#247
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, 2026Riverbend Wealth Management, LLC holds $1,994,844 across 3 Banks - Regional names. UBSI ranks #3 (21.3% of the industry book) .
All Filings in UBSI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,577 | 9,286 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $384,170 | 9,275 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $314,956 | 8,202 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $304,749 | 8,190 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $297,924 | 8,178 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $283,115 | 8,166 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $306,182 | 8,154 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||