ADVISORTRUST PARTNERS, LLC

Position in UBSI — United Bankshares Inc/Wv

CIK 2115523 RALEIGH, NC

Position in UBSI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$650,419

+$91,374 QoQ

Shares Held

14,192

+5.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#213

of 446 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $9,151,152 across 4 Banks - Regional names. UBSI ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	26,405	$6,501,439
2	TFC	Truist Financial Corp	27,015	$1,345,887
3	USB	US Bancorp De	10,818	$653,407
4	UBSI	United Bankshares Inc/Wv This page	14,192	$650,419

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$650,419	14,192	+5.1%	Shares	Sole	2026-08-10
2026-03-31	$559,045	13,497	+46.3%	Shares	Sole	2026-05-06
2025-12-31	$354,240	9,225	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.