Position in UBSI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,145
+$110 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#433
of 449 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Strive Financial Group ,LLC holds $416,565 across 11 Banks - Regional names. UBSI ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
|
1,510 | $242,687 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
2,195 | $153,803 | |
| 3 | FITB |
Fifth Third Bancorp
|
112 | $6,313 | |
| 4 | TFC |
Truist Financial Corp
|
111 | $5,530 | |
| 5 | MTB |
M&T Bank Corp
|
14 | $3,332 | |
| 6 | NWFL |
Norwood Financial Corp
|
40 | $1,286 | |
| 7 | KEY |
Keycorp /New/
|
55 | $1,267 | |
| 8 | UBSI |
United Bankshares Inc/Wv
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|
25 | $1,145 |
All Filings in UBSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,145 | 25 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,035 | 25 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,612 | 42 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||