Avion Wealth’s United Community Banks UCB Stock Holding History

Avion Wealth’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 Q1	$0	Hold	20	–	–	﹤0.01%	1661
2025 Q4	$0	Hold	20	–	–	﹤0.01%	1646
2025 Q3	$0	Hold	20	–	–	﹤0.01%	1596
2025 Q2	$0	Hold	20	–	–	﹤0.01%	1675
2025 Q1	$0	Buy	+20	New	+$626	﹤0.01%	1402
2024 Q4	–	Sell	-20	Closed	–	–	1316
2024 Q3	$0	Hold	20	–	–	﹤0.01%	1378
2024 Q2	$0	Buy	+20	New	+$510	﹤0.01%	1304

Other funds holding UCB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avion Wealth's UCB Position: Q1 2026 in Review

Avion Wealth held its United Community Banks (UCB) position steady in Q1 2026 at 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Avion Wealth first reported a position in UCB in Q2 2024 and has held it in 7 quarters since. 353 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

Avion Wealth held 20 shares of United Community Banks worth $0 as of Q1 2026.
Avion Wealth left its United Community Banks share count unchanged in Q1 2026.
United Community Banks made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1661 holding.
Avion Wealth first reported a position in United Community Banks in Q2 2024 and has held it in 7 quarters since.
353 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.