KFGG
UCB

Keystone Financial Group (Georgia)’s United Community Banks UCB Stock Holding History

Keystone Financial Group (Georgia)’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 		$645K Buy
18,245
+144
+0.8% +$4.81K 0.34% 33
2026
Q1 		$575K Sell
18,101
-221
-1% -$7.28K 0.3% 35
2025
Q4 		$577K Buy
18,322
+143
+0.8% +$4.42K 0.3% 38
2025
Q3 		$574K Hold
18,179
– – 0.32% 38
2025
Q2 		$577K Buy
18,179
+136
+0.8% +$3.78K 0.37% 34
2025
Q1 		$502K Buy
18,043
+242
+1% +$7.57K 0.35% 36
2024
Q4 		$579K Buy
+17,801
New +$554K 0.47% 34

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

Keystone Financial Group (Georgia)'s UCB Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its United Community Banks (UCB) stake by 0.8% in Q2 2026, buying an estimated $4.81K and bringing the position to 18,245 shares worth $645K. The position accounts for 0.34% of the portfolio, ranked #33.

Keystone Financial Group (Georgia) first reported a position in UCB in Q4 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Keystone Financial Group (Georgia) held 18,245 shares of United Community Banks worth $645K as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 144 United Community Banks shares in Q2 2026, an estimated $4.81K.
  • United Community Banks made up 0.34% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #33 holding.
  • Keystone Financial Group (Georgia) first reported a position in United Community Banks in Q4 2024 and has held it in 7 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.