Position in UCB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$696,571
+$76,281 QoQ
Shares Held
19,851
+0.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#166
of 370 holders
Holding Since
Dec 2023
11 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, 2026CAP Partners, LLC holds $1,067,708 across 2 Banks - Regional names. UCB ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UCB |
United Community Banks Inc
This page
|
19,851 | $696,571 | |
| 2 | SMBK |
Smartfinancial Inc.
|
7,910 | $371,137 |
All Filings in UCB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,571 | 19,851 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $620,290 | 19,698 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $610,226 | 19,546 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $607,970 | 19,393 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $573,397 | 19,248 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $536,101 | 19,058 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $611,208 | 18,917 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $545,540 | 18,760 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $473,250 | 18,588 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $484,840 | 18,421 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $534,726 | 18,275 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||