Superior Planning, LLC’s United Community Banks UCB Stock Holding History

Superior Planning, LLC’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 Q3	$467	Buy	+14	New	+$495	﹤0.01%	1913

Other funds holding UCB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

Superior Planning, LLC's UCB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in United Community Banks (UCB) in Q3 2026: 14 shares worth $467. The stake represents ﹤0.01% of the portfolio and ranks #1913 among its holdings.

236 funds tracked by Wall St. Rank hold UCB as of Q3 2026.

Superior Planning, LLC held 14 shares of United Community Banks worth $467 as of Q3 2026.
United Community Banks was a new Superior Planning, LLC position in Q3 2026.
United Community Banks made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1913 holding.
236 funds tracked by Wall St. Rank held United Community Banks as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.