BIAS
UCB

Beacon Investment Advisory Services’s United Community Banks UCB Stock Holding History

Beacon Investment Advisory Services’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 		$117K Hold
3,334
– – ﹤0.01% 314
2026
Q1 		$105K Buy
+3,334
New +$110K ﹤0.01% 323

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 Investment Advisory Services's UCB Position: Q2 2026 in Review

Beacon Investment Advisory Services held its United Community Banks (UCB) position steady in Q2 2026 at 3,334 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Beacon Investment Advisory Services first reported a position in UCB in Q1 2026 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Beacon Investment Advisory Services held 3,334 shares of United Community Banks worth $117K as of Q2 2026.
  • Beacon Investment Advisory Services left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #314 holding.
  • Beacon Investment Advisory Services first reported a position in United Community Banks in Q1 2026 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.