OPPENHEIMER ASSET MANAGEMENT INC.
Position in UCB — United Community Banks Inc
CIK 1269119
NEW YORK, NY
Position in UCB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,856,541
+$156,869 QoQ
Shares Held
52,908
-2.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#110
of 370 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $142,064,621 across 39 Banks - Regional names. UCB ranks #24 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
98,728 | $23,498,250 | |
| 2 | TFC |
Truist Financial Corp
|
414,818 | $20,666,232 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
133,095 | $13,426,622 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
43,384 | $10,682,004 | |
| 5 | UMBF |
Umb Financial Corp
|
43,693 | $6,237,612 | |
| 6 | BPOP |
Popular, Inc.
|
32,560 | $5,345,700 | |
| 7 | UBSI |
United Bankshares Inc/Wv
|
112,441 | $5,153,171 | |
| 8 | FHN |
First Horizon Corp
|
189,471 | $4,858,036 |
All Filings in UCB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,856,541 | 52,908 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,699,672 | 53,975 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $1,702,832 | 54,543 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $1,879,181 | 59,942 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $1,800,686 | 60,446 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,598,234 | 56,816 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $1,806,710 | 55,918 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $1,651,482 | 56,791 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $1,474,592 | 57,918 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $1,378,799 | 52,386 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $1,688,536 | 57,708 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,311,359 | 51,608 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,117,527 | 44,719 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $1,286,911 | 45,765 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,415,915 | 41,891 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $1,396,191 | 42,181 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $995,002 | 32,958 | Shares | Other | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||