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Hilltop National Bank’s United Bankshares UBSI Stock Holding History

Hilltop National Bank’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$147K Hold
3,192
– – 0.03% 301
2026
Q2 		$146K Hold
3,192
– – 0.03% 302
2026
Q1 		$132K Hold
3,192
– – 0.03% 299
2025
Q4 		$123K Sell
3,192
-407
-11% -$15.2K 0.03% 301
2025
Q3 		$134K Hold
3,599
– – 0.03% 301
2025
Q2 		$131K Buy
+3,599
New +$126K 0.03% 290
2024
Q4 		$101K Sell
2,683
-208
-7% -$8.19K 0.03% 303
2024
Q3 		$107K Hold
2,891
– – 0.03% 305
2024
Q2 		$93.8K Buy
2,891
+209
+8% +$6.91K 0.03% 313
2024
Q1 		$96K Buy
+2,682
New +$94.8K 0.03% 313

Other funds holding UBSI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
RWM
Riverbend Wealth Management Myrtle Beach, South Carolina $220M AUM 23.27% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return

Hilltop National Bank's UBSI Position: Q3 2026 in Review

Hilltop National Bank held its United Bankshares (UBSI) position steady in Q3 2026 at 3,192 shares worth $147K. The position accounts for 0.03% of the portfolio, ranked #301.

Hilltop National Bank first reported a position in UBSI in Q1 2024 and has held it in 10 quarters since. 42 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

  • Hilltop National Bank held 3,192 shares of United Bankshares worth $147K as of Q3 2026.
  • Hilltop National Bank left its United Bankshares share count unchanged in Q3 2026.
  • United Bankshares made up 0.03% of Hilltop National Bank's portfolio in Q3 2026, its #301 holding.
  • Hilltop National Bank first reported a position in United Bankshares in Q1 2024 and has held it in 10 quarters since.
  • 42 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

Based on Hilltop National Bank's 13F filing for Q3 2026, filed 14 Oct 2026.