BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in UCB — United Community Banks Inc
CIK 1654599
MORRISTOWN, NJ
Position in UCB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$116,990
+$12,003 QoQ
Shares Held
3,334
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 17 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $6,136,916 across 18 Banks - Regional names. UCB ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFS |
Provident Financial Services Inc
|
130,643 | $3,088,400 | |
| 2 | MTB |
M&T Bank Corp
|
5,287 | $1,258,358 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
12,895 | $892,205 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
13,338 | $236,482 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
3,060 | $214,414 | |
| 6 | UCB |
United Community Banks Inc
This page
|
3,334 | $116,990 | |
| 7 | TFC |
Truist Financial Corp
|
1,470 | $73,235 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
215 | $52,937 |
All Filings in UCB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,990 | 3,334 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $104,987 | 3,334 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||