Action Point Financial Planning’s United Community Banks UCB Stock Holding History

Action Point Financial Planning’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	$2.21K	Buy	+65	New	+$2.17K	﹤0.01%	2215

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

Action Point Financial Planning's UCB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in United Community Banks (UCB) in Q2 2026: 65 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #2215 among its holdings.

369 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Action Point Financial Planning held 65 shares of United Community Banks worth $2.21K as of Q2 2026.
United Community Banks was a new Action Point Financial Planning position in Q2 2026.
United Community Banks made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2215 holding.
369 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

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