Back to UBSI
Crown Wealth Group, LLC → UBSI
Crown Wealth Group, LLC UBSI Position History
United Bankshares, Inc. • Financial Services
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.5M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 33.0K | — | — |
| Q2 2026 | $1.5M | 33.0K | — | — |
| Q1 2026 | $1.4M | 33.0K | — | — |
| Q4 2025 | $1.3M | 33.0K | — | — |
| Q3 2025 | $1.2M | 33.0K | — | — |
Other funds holding UBSI
$399.1M
$399.1M
$333.2M
$148.9M
$103.8M