Position in UBSI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,193,961
+$124,001 QoQ
Shares Held
26,052
+0.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#171
of 437 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HAZLETT, BURT & WATSON, INC. holds $7,958,229 across 14 Banks - Regional names. UBSI ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
17,656 | $4,347,217 | |
| 2 | UBSI |
United Bankshares Inc/Wv
This page
|
26,052 | $1,193,961 | |
| 3 | FULT |
Fulton Financial Corp
|
43,884 | $1,061,549 | |
| 4 | TFC |
Truist Financial Corp
|
13,495 | $672,314 | |
| 5 | WSBC |
Wesbanco Inc
|
6,636 | $259,003 | |
| 6 | TMP |
Tompkins Financial Corp
|
1,471 | $139,038 | |
| 7 | MTB |
M&T Bank Corp
|
417 | $99,248 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
2,350 | $41,664 |
All Filings in UBSI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,961 | 26,052 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,069,960 | 25,832 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $991,948 | 25,832 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $961,207 | 25,832 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $294,244 | 8,077 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $45,729 | 1,319 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $49,528 | 1,319 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $48,934 | 1,319 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $42,788 | 1,319 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $47,207 | 1,319 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $49,528 | 1,319 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $36,391 | 1,319 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $39,134 | 1,319 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $75,539 | 2,146 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $86,284 | 2,131 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $75,575 | 2,114 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $73,506 | 2,096 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $72,515 | 2,079 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||