Position in UBSI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$537,952
+$51,765 QoQ
Shares Held
11,738
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#225
of 446 holders
Holding Since
Mar 2020
26 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, 2026TOTH FINANCIAL ADVISORY CORP holds $12,381,454 across 23 Banks - Regional names. UBSI ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JMSB |
John Marshall Bancorp, Inc.
|
336,253 | $7,330,315 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
27,080 | $1,897,495 | |
| 3 | TFC |
Truist Financial Corp
|
20,147 | $1,003,723 | |
| 4 | UBSI |
United Bankshares Inc/Wv
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|
11,738 | $537,952 | |
| 5 | FBK |
FB Financial Corp
|
9,695 | $536,618 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
5,570 | $235,666 | |
| 7 | SBCF |
Seacoast Banking Corp Of Florida
|
6,590 | $219,117 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
4,400 | $148,544 |
All Filings in UBSI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,952 | 11,738 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $486,187 | 11,738 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $450,739 | 11,738 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $436,770 | 11,738 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $427,615 | 11,738 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $406,956 | 11,738 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $440,761 | 11,738 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $435,479 | 11,738 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $380,780 | 11,738 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $420,103 | 11,738 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $440,761 | 11,738 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $323,851 | 11,738 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $348,266 | 11,738 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $413,177 | 11,738 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $475,271 | 11,738 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $419,633 | 11,738 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $411,651 | 11,738 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $409,421 | 11,738 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $425,854 | 11,738 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $427,028 | 11,738 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $428,437 | 11,738 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $452,852 | 11,738 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $380,311 | 11,738 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $252,014 | 11,738 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $324,673 | 11,738 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $270,913 | 11,738 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||