Position in UCB
as of Mar 31, 2026
· filed Jun 1, 2026
Position Value
$434,624
+$510 QoQ
Shares Held
13,802
-0.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026Keel Point, LLC holds $4,785,864 across 10 Banks - Regional names. UCB ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
|
15,375 | $1,119,761 | |
| 2 | AX |
Axos Financial, Inc.
|
11,397 | $969,770 | |
| 3 | TFC |
Truist Financial Corp
|
15,676 | $720,625 | |
| 4 | RF |
Regions Financial Corp
|
18,603 | $485,910 | |
| 5 | UCB |
United Community Banks Inc
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|
13,802 | $434,624 | |
| 6 | USB |
US Bancorp De
|
6,284 | $326,830 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,034 | $215,165 | |
| 8 | CBC |
Central Bancompany, Inc.
|
8,373 | $200,533 |
All Filings in UCB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||