Position in UBSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,035
-$577 QoQ
Shares Held
25
-40.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Strive Financial Group ,LLC holds $77,385 across 9 Banks - Regional names. UBSI ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
|
318 | $44,182 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
270 | $16,191 | |
| 3 | FITB |
Fifth Third Bancorp
|
112 | $5,203 | |
| 4 | TFC |
Truist Financial Corp
|
111 | $5,102 | |
| 5 | MTB |
M&T Bank Corp
|
14 | $2,894 | |
| 6 | NWFL |
Norwood Financial Corp
|
40 | $1,176 | |
| 7 | KEY |
Keycorp /New/
|
55 | $1,102 | |
| 8 | UBSI |
United Bankshares Inc/Wv
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|
25 | $1,035 |
All Filings in UBSI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||