Position in UCB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$484,312
+$49,688 QoQ
Shares Held
13,802
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#203
of 373 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Keel Point, LLC holds $5,957,016 across 11 Banks - Regional names. UCB ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
33,562 | $1,455,751 | |
| 2 | AX |
Axos Financial, Inc.
|
11,497 | $1,119,692 | |
| 3 | TFC |
Truist Financial Corp
|
15,889 | $791,589 | |
| 4 | RF |
Regions Financial Corp
|
18,856 | $569,451 | |
| 5 | UCB |
United Community Banks Inc
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|
13,802 | $484,312 | |
| 6 | USB |
US Bancorp De
|
6,919 | $417,907 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,166 | $287,092 | |
| 8 | CBC |
Central Bancompany, Inc.
|
8,411 | $255,526 |
All Filings in UCB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,312 | 13,802 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $434,624 | 13,802 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $434,114 | 13,905 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $435,921 | 13,905 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $414,736 | 13,922 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $384,480 | 13,668 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $524,003 | 16,218 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $471,619 | 16,218 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $412,910 | 16,218 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $789,363 | 29,991 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $877,536 | 29,991 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $884,318 | 34,802 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $869,701 | 34,802 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,733,935 | 61,662 | Shares | Sole | 2023-04-03 | |
| No filing history on record for this holder in this stock. | ||||||