AWM
UCB

Abound Wealth Management’s United Community Banks UCB Stock Holding History

Abound Wealth Management’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 		$18.8K Hold
535
– – ﹤0.01% 373
2026
Q1 		$16.8K Buy
535
+60
+13% +$1.98K ﹤0.01% 430
2025
Q4 		$14.8K Hold
475
– – ﹤0.01% 429
2025
Q3 		$14.9K Hold
475
– – ﹤0.01% 415
2025
Q2 		$14.2K Hold
475
– – ﹤0.01% 386
2025
Q1 		$13.4K Buy
475
+435
+1,088% +$13.6K ﹤0.01% 359
2024
Q4 		$1.29K Buy
+40
New +$1.24K ﹤0.01% 711
2024
Q2 		– Sell
-15
Closed -$395 – 1329
2024
Q1 		$395 Hold
15
– – ﹤0.01% 1003
2023
Q4 		$439 Sell
15
-6
-29% -$153 ﹤0.01% 980
2023
Q3 		$534 Hold
21
– – ﹤0.01% 795
2023
Q2 		$525 Buy
+21
New +$521 ﹤0.01% 825

Other funds holding UCB

EIA
Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return