Back to UBSI
Regent Peak Wealth Advisors LLC → UBSI
Regent Peak Wealth Advisors LLC UBSI Position History
United Bankshares, Inc. • Financial Services
Quarters held
5
Latest value
$1.8M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q4 2025 | $1.8M |
| Q1 2026 | $1.8M |
| Q2 2026 | $1.9M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 38.4K | — | — |
| Q2 2026 | $1.9M | 40.6K | — | — |
| Q1 2026 | $1.8M | 43.6K | — | — |
| Q4 2025 | $1.8M | 47.2K | — | — |
| Q3 2025 | $1.9M | 50.7K | — | — |
Other funds holding UBSI
$399.1M
$399.1M
$333.2M
$148.9M
$103.8M
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ETHA
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ETHA
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AAPL
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