Beacon Financial Strategies CORP
Position in UCB — United Community Banks Inc
CIK 2084239
RALEIGH, NC
Position in UCB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$8,175
+$838 QoQ
Shares Held
233
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#309
of 369 holders
Holding Since
Dec 2025
3 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, 2026Beacon Financial Strategies CORP holds $208,371 across 5 Banks - Regional names. UCB ranks #5 (3.9% of the industry book) .
All Filings in UCB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,175 | 233 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $7,337 | 233 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,274 | 233 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||