Position in UBSI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,347,134
+$1,848,177 QoQ
Shares Held
138,493
+27.5% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#65
of 449 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, 2026Moody Aldrich Partners LLC holds $85,780,559 across 14 Banks - Regional names. UBSI ranks #8 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INDB |
Independent Bank Corp
|
114,219 | $9,562,414 | |
| 2 | WTFC |
Wintrust Financial Corp
|
57,414 | $9,227,578 | |
| 3 | ONB |
Old National Bancorp /In/
|
330,227 | $8,552,879 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
261,163 | $8,370,274 | |
| 5 | CASH |
Pathward Financial, Inc.
|
92,961 | $8,093,184 | |
| 6 | FIBK |
First Interstate Bancsystem Inc
|
170,347 | $6,568,580 | |
| 7 | CATY |
Cathay General Bancorp
|
104,425 | $6,473,305 | |
| 8 | UBSI |
United Bankshares Inc/Wv
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|
138,493 | $6,347,134 |
All Filings in UBSI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,347,134 | 138,493 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,498,957 | 108,618 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||