AF
UCB

Allworth Financial’s United Community Banks UCB Stock Holding History

Allworth Financial’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 		$114K Buy
3,256
+300
+10% +$10K ﹤0.01% 1861
2026
Q1 		$93.1K Buy
2,956
+173
+6% +$5.7K ﹤0.01% 1875
2025
Q4 		$86.9K Buy
2,783
+20
+0.7% +$617 ﹤0.01% 1835
2025
Q3 		$86.6K Buy
2,763
+26
+0.9% +$822 ﹤0.01% 1762
2025
Q2 		$81.5K Buy
2,737
+2,717
+13,585% +$75.5K ﹤0.01% 1655
2025
Q1 		$547 Hold
20
– – ﹤0.01% 3650
2024
Q4 		$659 Hold
20
– – ﹤0.01% 3528
2024
Q3 		$582 Hold
20
– – ﹤0.01% 3381
2024
Q2 		$584 Hold
20
– – ﹤0.01% 3333
2024
Q1 		$527 Hold
20
– – ﹤0.01% 3275
2023
Q4 		$586 Hold
20
– – ﹤0.01% 3098
2023
Q3 		$509 Buy
+20
New +$542 ﹤0.01% 3041

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

Allworth Financial's UCB Position: Q2 2026 in Review

Allworth Financial increased its United Community Banks (UCB) stake by 10% in Q2 2026, buying an estimated $10K and bringing the position to 3,256 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Allworth Financial first reported a position in UCB in Q3 2023 and has held it in 12 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Allworth Financial held 3,256 shares of United Community Banks worth $114K as of Q2 2026.
  • Allworth Financial bought 300 United Community Banks shares in Q2 2026, an estimated $10K.
  • United Community Banks made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1861 holding.
  • Allworth Financial first reported a position in United Community Banks in Q3 2023 and has held it in 12 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.