OneAscent Wealth Management LLC
Position in UCB — United Community Banks Inc
CIK 1844707
BIRMINGHAM, AL
Position in UCB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$314,230
+$12,714 QoQ
Shares Held
8,955
-6.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#229
of 369 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UCB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OneAscent Wealth Management LLC holds $4,824,548 across 4 Banks - Regional names. UCB ranks #4 (6.5% of the industry book) .
All Filings in UCB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,230 | 8,955 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $301,516 | 9,575 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $298,931 | 9,575 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $300,176 | 9,575 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $321,434 | 10,790 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $348,624 | 10,790 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $313,773 | 10,790 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $274,713 | 10,790 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $283,992 | 10,790 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $315,715 | 10,790 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $528,273 | 20,790 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $519,542 | 20,790 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||