Bay Harbor Wealth Management’s United Community Banks UCB Stock Holding History

Bay Harbor 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	$526	Buy	15 +3	+25%	+$100	﹤0.01%	1053
2026 Q1	$380	Hold	12	–	–	﹤0.01%	1056
2025 Q4	$376	Buy	12 +3	+33%	+$93	﹤0.01%	960
2025 Q3	$283	Buy	9 +5	+125%	+$158	﹤0.01%	932
2025 Q2	$120	Sell	4 -1	-20%	-$28	﹤0.01%	1073
2025 Q1	$141	Buy	+5	New	+$156	﹤0.01%	787

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

Bay Harbor Wealth Management's UCB Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its United Community Banks (UCB) stake by 25% in Q2 2026, buying an estimated $100 and bringing the position to 15 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Bay Harbor Wealth Management first reported a position in UCB in Q1 2025 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Bay Harbor Wealth Management held 15 shares of United Community Banks worth $526 as of Q2 2026.
Bay Harbor Wealth Management bought 3 United Community Banks shares in Q2 2026, an estimated $100.
United Community Banks made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1053 holding.
Bay Harbor Wealth Management first reported a position in United Community Banks in Q1 2025 and has held it in 6 quarters since.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.