Peak Retirement Planning, Inc.
PensionPosition in UBSI — United Bankshares Inc/Wv
CIK 2056697
COLUMBUS, OH
Position in UBSI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$209,122
New position
Shares Held
4,563
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#317
of 446 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Peak Retirement Planning, Inc. holds $568,880 across 2 Banks - Regional names. UBSI ranks #2 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRK |
Park National Corp /Oh/
|
1,966 | $359,758 | |
| 2 | UBSI |
United Bankshares Inc/Wv
This page
|
4,563 | $209,122 |
All Filings in UBSI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,122 | 4,563 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||