Position in UCB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,948,361
+$413,672 QoQ
Shares Held
112,521
+0.2% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#76
of 370 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $101,446,980 across 55 Banks - Regional names. UCB ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
53,415 | $13,151,841 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
272,914 | $11,837,644 | |
| 3 | TFC |
Truist Financial Corp
|
205,565 | $10,241,248 | |
| 4 | CATY |
Cathay General Bancorp
|
127,894 | $7,928,149 | |
| 5 | NRIM |
Northrim Bancorp Inc
|
210,662 | $5,843,763 | |
| 6 | FHN |
First Horizon Corp
|
198,859 | $5,098,744 | |
| 7 | USB |
US Bancorp \De\
|
84,243 | $5,088,277 | |
| 8 | UCB |
United Community Banks Inc
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|
112,521 | $3,948,361 |
All Filings in UCB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,948,361 | 112,521 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,534,689 | 112,248 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,614,745 | 115,783 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,681,305 | 117,426 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,526,212 | 118,369 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,324,853 | 118,196 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,819,235 | 118,206 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,435,656 | 118,145 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,041,348 | 119,456 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,212,827 | 84,074 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,461,993 | 84,142 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,132,508 | 83,924 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $2,308,750 | 92,387 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,828,530 | 65,026 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $1,303,327 | 38,560 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $1,255,516 | 37,931 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,145,800 | 37,953 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,320,763 | 37,953 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $1,364,030 | 37,953 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||