Position in UBSI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,255,730
-$497,572 QoQ
Shares Held
30,317
-33.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
16 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 Mar 31, 2026MEEDER ASSET MANAGEMENT INC holds $14,738,156 across 27 Banks - Regional names. UBSI ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CUBI |
Customers Bancorp, Inc.
|
107,099 | $7,433,739 | |
| 2 | WTFC |
Wintrust Financial Corp
|
13,921 | $1,934,182 | |
| 3 | UBSI |
United Bankshares Inc/Wv
This page
|
30,317 | $1,255,730 | |
| 4 | BPOP |
Popular, Inc.
|
9,220 | $1,237,047 | |
| 5 | CASH |
Pathward Financial, Inc.
|
10,091 | $900,419 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
10,431 | $625,547 | |
| 7 | WABC |
Westamerica Bancorporation
|
8,127 | $423,819 | |
| 8 | BKU |
BankUnited, Inc.
|
5,663 | $255,741 |
All Filings in UBSI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,255,730 | 30,317 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,753,302 | 45,659 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,995 | 403 | Shares | Sole | 2025-10-24 | |
| 2025-03-31 | $40,043 | 1,155 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,761 | 473 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,656 | 422 | Shares | Sole | 2024-11-07 | |
| 2022-09-30 | $9,402 | 263 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,294 | 208 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $13,184 | 378 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $8,163 | 225 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,130 | 196 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $2,555 | 70 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $925 | 24 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $777 | 24 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $515 | 24 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $663 | 24 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||