BFS
UCB

Beacon Financial Strategies’s United Community Banks UCB Stock Holding History

Beacon Financial Strategies’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 		$8.18K Hold
233
– – ﹤0.01% 173
2026
Q1 		$7.34K Hold
233
– – ﹤0.01% 142
2025
Q4 		$7.28K Buy
+233
New +$7.19K ﹤0.01% 149

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

Beacon Financial Strategies's UCB Position: Q2 2026 in Review

Beacon Financial Strategies held its United Community Banks (UCB) position steady in Q2 2026 at 233 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Beacon Financial Strategies first reported a position in UCB in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Beacon Financial Strategies held 233 shares of United Community Banks worth $8.18K as of Q2 2026.
  • Beacon Financial Strategies left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #173 holding.
  • Beacon Financial Strategies first reported a position in United Community Banks in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.