United Community Bank
BankPosition in LPLA — LPL Financial Holdings Inc.
CIK 2000314
GREENVILLE, SC
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$126,756
-$5,609 QoQ
Shares Held
450
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#597
of 761 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026United Community Bank holds $2,562,247 across 5 Capital Markets names. LPLA ranks #4 (4.9% of the industry book) .
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,756 | 450 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $132,365 | 440 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $148,225 | 415 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $221,238 | 665 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $213,732 | 570 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $184,834 | 565 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $186,110 | 570 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $134,925 | 580 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $171,769 | 615 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $166,446 | 630 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $146,814 | 645 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $153,284 | 645 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $140,242 | 645 | Shares | Defined | 2024-02-13 | |
| 2023-03-31 | $130,548 | 645 | Shares | Defined | 2024-02-13 | |
| 2022-12-31 | $139,429 | 645 | Shares | Defined | 2024-02-13 | |
| 2022-09-30 | $143,104 | 655 | Shares | Defined | 2024-02-13 | |
| 2022-06-30 | $120,834 | 655 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||