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

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

Abound Wealth Management's UCB Position: Q2 2026 in Review

Abound Wealth Management held its United Community Banks (UCB) position steady in Q2 2026 at 535 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Abound Wealth Management first reported a position in UCB in Q2 2023 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Abound Wealth Management held 535 shares of United Community Banks worth $18.8K as of Q2 2026.
  • Abound Wealth Management left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Abound Wealth Management first reported a position in United Community Banks in Q2 2023 and has held it in 11 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.