AGWCA
UCB

Annis Gardner Whiting Capital Advisors’s United Community Banks UCB Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-64
Closed -$2.02K – 1312
2026
Q1 		$2.02K Hold
64
– – ﹤0.01% 1058
2025
Q4 		$2K Hold
64
– – ﹤0.01% 961
2025
Q3 		$2.01K Hold
64
– – ﹤0.01% 882
2025
Q2 		$1.91K Buy
+64
New +$1.78K ﹤0.01% 963

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

Annis Gardner Whiting Capital Advisors's UCB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of United Community Banks (UCB) in Q2 2026, closing a stake of 64 shares — an estimated $2.02K sold.

Annis Gardner Whiting Capital Advisors first reported a position in UCB in Q2 2025 and held it in 4 quarters. The position peaked at $2.02K in Q1 2026. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining United Community Banks position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 64 United Community Banks shares in Q2 2026, an estimated $2.02K.
  • Annis Gardner Whiting Capital Advisors first reported a position in United Community Banks in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's United Community Banks position peaked at $2.02K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.