KFAS
UCB

Keating Financial Advisory Services’s United Community Banks UCB Stock Holding History

Keating Financial Advisory Services’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.54K Hold
158
– – ﹤0.01% 1500
2026
Q1 		$4.97K Buy
158
+108
+216% +$3.56K ﹤0.01% 1447
2025
Q4 		$1.56K Buy
+50
New +$1.54K ﹤0.01% 1661

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Keating Financial Advisory Services's UCB Position: Q2 2026 in Review

Keating Financial Advisory Services held its United Community Banks (UCB) position steady in Q2 2026 at 158 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Keating Financial Advisory Services first reported a position in UCB in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Keating Financial Advisory Services held 158 shares of United Community Banks worth $5.54K as of Q2 2026.
  • Keating Financial Advisory Services left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1500 holding.
  • Keating Financial Advisory Services first reported a position in United Community Banks in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.