Global Retirement Partners, LLC
PensionPosition in UCB — United Community Banks Inc
CIK 1749744
San Rafael, CA
Position in UCB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$477,680
+$89,803 QoQ
Shares Held
13,613
+9.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#205
of 370 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,067,979 across 148 Banks - Regional names. UCB ranks #23 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
21,048 | $5,182,438 | |
| 2 | USB |
US Bancorp \De\
|
77,669 | $4,691,207 | |
| 3 | TFC |
Truist Financial Corp
|
85,849 | $4,276,997 | |
| 4 | STBA |
S&T Bancorp Inc
|
77,612 | $3,809,196 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
43,390 | $3,040,337 | |
| 6 | LYG |
Lloyds Banking Group plc
|
408,648 | $2,382,417 | |
| 7 | NWG |
NatWest Group plc
|
107,767 | $1,899,932 | |
| 8 | RF |
Regions Financial Corp
|
45,919 | $1,386,753 |
All Filings in UCB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,680 | 13,613 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $387,877 | 12,424 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $31 | 1 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $29 | 1 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $32 | 1 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $436 | 15 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $381 | 15 | Shares | Sole | 2024-07-23 | |
| 2023-09-30 | $203 | 8 | Shares | Sole | 2023-10-13 | |
| 2022-12-31 | $4,867 | 144 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,674 | 111 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,083 | 69 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,009 | 29 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||