Pathstone Holdings, LLC

Position in UCB — United Community Banks Inc

CIK 2011612 ENGLEWOOD, NJ

Position in UCB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$508,312

+$21,509 QoQ

Shares Held

14,486

-6.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#195

of 369 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 66% Shared 3% None 31%

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $292,031,552 across 105 Banks - Regional names. UCB ranks #77 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	82,009	$20,192,255
2	USB	US Bancorp De	268,149	$16,196,199
3	FITB	Fifth Third Bancorp	272,657	$15,369,674
4	NWG	NatWest Group plc	586,491	$10,339,834
5	CFG	Citizens Financial Group Inc/Ri	142,354	$9,974,743
6	TFC	Truist Financial Corp	190,771	$9,504,210
7	IBN	Icici Bank Ltd	316,418	$9,185,613
8	MFG	Mizuho Financial Group Inc	956,297	$9,161,323

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$508,312	14,486	-6.3%	Shares	Defined	2026-08-13
2026-03-31	$486,803	15,459	-1.8%	Shares	Sole	2026-05-11
2025-12-31	$491,620	15,747	-3.7%	Shares	Defined	2026-02-13
2025-09-30	$512,603	16,351	+7.6%	Shares	Other	2025-11-13
2025-06-30	$452,598	15,193	-12.5%	Shares	Other	2025-08-12
2025-03-31	$488,364	17,361	+1.7%	Shares	Defined	2025-05-15
2024-12-31	$551,563	17,071	-6.5%	Shares	Defined	2025-02-14
2024-09-30	$531,000	18,260	-4.9%	Shares	Sole	2024-11-07
2024-06-30	$488,653	19,193	+5.1%	Shares	Sole	2024-08-14
2024-03-31	$480,786	18,267	—	Shares	Defined	2024-05-13
No filing history on record for this holder in this stock.