BCS Wealth Management’s United Community Banks UCB Stock Holding History

BCS 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 Q1	–	Sell	-7,824	Closed	-$244K	–	357
2025 Q4	$244K	Buy	+7,824	New	+$242K	0.02%	316

Other funds holding UCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BCS Wealth Management's UCB Position: Q1 2026 in Review

BCS Wealth Management sold out of United Community Banks (UCB) in Q1 2026, closing a stake of 7,824 shares — an estimated $244K sold.

BCS Wealth Management first reported a position in UCB in Q4 2025 and held it in 1 quarter. The position peaked at $244K in Q4 2025. 354 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

BCS Wealth Management reported no remaining United Community Banks position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 7,824 United Community Banks shares in Q1 2026, an estimated $244K.
BCS Wealth Management first reported a position in United Community Banks in Q4 2025 and held it in 1 quarter.
BCS Wealth Management's United Community Banks position peaked at $244K in Q4 2025.
354 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.