SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / UBSI

Nicholson Wealth Management Group, LLC’s United Bankshares Inc West V Position

Does Nicholson Wealth Management Group, LLC own United Bankshares Inc West V (UBSI)? Yes76.2K shares worth $3M (+1.84% of its 13F portfolio) as of Q1 2026.

Position Value
$3M
Q1 2026
Shares
76.2K
% of Portfolio
+1.84%
Quarters Held
7
currently held

Position History UBSI

Reported value by quarter
Q3 ’24: $3MQ3 ’24Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202676.2K$3M+1.84%
Q4 202576.2K$3M+1.72%
Q3 202576.2K$3M+1.66%
Q2 202576.2K$3M+1.71%
Q1 202576.2K$3M+1.73%
Q4 202476.2K$3M+1.91%
Q3 202476.8K$3M+2.34%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of UBSI.