Position in BN
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$264,592
+$194,548 QoQ
Shares Held
6,538
+94.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026United Community Bank holds $3,430,293 across 9 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,396 | $1,342,337 | |
| 2 | BEN |
Franklin Resources Inc
|
37,849 | $1,259,236 | |
| 3 | IVZ |
Invesco Ltd.
|
12,222 | $322,538 | |
| 4 | AMP |
Ameriprise Financial Inc
|
326 | $149,555 | |
| 5 | KKR |
KKR & Co. Inc.
|
1,338 | $122,801 | |
| 6 | USA |
Liberty All Star Equity Fund
|
19,588 | $113,806 | |
| 7 | STT |
State Street Corp
|
508 | $86,156 | |
| 8 | BX |
Blackstone Inc.
|
282 | $33,182 |
All Filings in BN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,592 | 6,538 | Shares | Defined | 2026-04-24 | |
| 2023-09-30 | $70,044 | 2,240 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||