Keel Point’s United Community Banks UCB Stock Holding History

Keel Point’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	$484K	Hold	13,802	–	–	0.03%	295
2026 Q1	$435K	Sell	13,802 -103	-0.7%	-$3.39K	0.03%	288
2025 Q4	$434K	Hold	13,905	–	–	0.03%	326
2025 Q3	$436K	Sell	13,905 -17	-0.1%	-$538	0.03%	329
2025 Q2	$415K	Buy	13,922 +254	+2%	+$7.06K	0.03%	338
2025 Q1	$384K	Sell	13,668 -2,550	-16%	-$79.8K	0.03%	301
2024 Q4	$524K	Hold	16,218	–	–	0.04%	229
2024 Q3	$472K	Hold	16,218	–	–	0.04%	250
2024 Q2	$452K	Sell	16,218 -13,773	-46%	-$351K	0.04%	250
2024 Q1	$789K	Hold	29,991	–	–	0.08%	151
2023 Q4	$878K	Sell	29,991 -4,811	-14%	-$123K	0.1%	126
2023 Q3	$884K	Hold	34,802	–	–	0.12%	114
2023 Q2	$870K	Sell	34,802 -26,860	-44%	-$667K	0.12%	116
2023 Q1	$1.73M	Buy	+61,662	New	+$1.95M	0.25%	79

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Keel Point's UCB Position: Q2 2026 in Review

Keel Point held its United Community Banks (UCB) position steady in Q2 2026 at 13,802 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #295.

Keel Point first reported a position in UCB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.73M in Q1 2023. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Keel Point held 13,802 shares of United Community Banks worth $484K as of Q2 2026.
Keel Point left its United Community Banks share count unchanged in Q2 2026.
United Community Banks made up 0.03% of Keel Point's portfolio in Q2 2026, its #295 holding.
Keel Point first reported a position in United Community Banks in Q1 2023 and has held it in 14 quarters since.
Keel Point's United Community Banks position peaked at $1.73M in Q1 2023.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.