Position in UBSI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$461,141
+$4,155 QoQ
Shares Held
10,062
-8.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#234
of 446 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PlanVest Financial, Inc holds $873,190 across 10 Banks - Regional names. UBSI ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBSI |
United Bankshares Inc/Wv
This page
|
10,062 | $461,141 | |
| 2 | BHRB |
Burke & Herbert Financial Services Corp.
|
3,262 | $234,407 | |
| 3 | PEBO |
Peoples Bancorp Inc
|
1,584 | $60,841 | |
| 4 | CHCO |
City Holding Co
|
301 | $39,924 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
12 | $24,969 | |
| 6 | WSBC |
Wesbanco Inc
|
596 | $23,261 | |
| 7 | TFC |
Truist Financial Corp
|
380 | $18,931 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
19 | $4,678 |
All Filings in UBSI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,141 | 10,062 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $456,986 | 11,033 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||