CAPTRUST Financial Advisors’s United Community Banks UCB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.58M | Buy |
45,084
+2,052
| +5% | +$68.6K | ﹤0.01% | 1464 |
|
|
2026
Q1 | $1.36M | Sell |
43,032
-109,920
| -72% | -$3.62M | ﹤0.01% | 1429 |
|
|
2025
Q4 | $4.78M | Buy |
152,952
+882
| +0.6% | +$27.2K | 0.01% | 686 |
|
|
2025
Q3 | $4.77M | Sell |
152,070
-1,582
| -1% | -$50K | 0.01% | 657 |
|
|
2025
Q2 | $4.58M | Sell |
153,652
-1,114
| -0.7% | -$30.9K | 0.01% | 644 |
|
|
2025
Q1 | $4.35M | Sell |
154,766
-33,220
| -18% | -$1.04M | 0.01% | 622 |
|
|
2024
Q4 | $6.07M | Buy |
187,986
+6,388
| +4% | +$199K | 0.02% | 490 |
|
|
2024
Q3 | $5.28M | Sell |
181,598
-1,971
| -1% | -$56.6K | 0.02% | 524 |
|
|
2024
Q2 | $4.67M | Sell |
183,569
-1,944
| -1% | -$49.6K | 0.02% | 525 |
|
|
2024
Q1 | $4.88M | Buy |
185,513
+7,652
| +4% | +$207K | 0.02% | 510 |
|
|
2023
Q4 | $5.2M | Buy |
177,861
+4,803
| +3% | +$123K | 0.02% | 547 |
|
|
2023
Q3 | $4.4M | Buy |
173,058
+1,689
| +1% | +$45.8K | 0.02% | 560 |
|
|
2023
Q2 | $4.28M | Sell |
171,369
-227
| -0.1% | -$5.63K | 0.02% | 558 |
|
|
2023
Q1 | $4.83M | Buy |
171,596
+30,775
| +22% | +$972K | 0.02% | 469 |
|
|
2022
Q4 | $4.76M | Buy |
140,821
+10,865
| +8% | +$394K | 0.02% | 446 |
|
|
2022
Q3 | $4.3M | Buy |
129,956
+1,687
| +1% | +$56.1K | 0.03% | 439 |
|
|
2022
Q2 | $3.9M | Sell |
128,269
-4,526
| -3% | -$139K | 0.03% | 433 |
|
|
2022
Q1 | $4.65M | Buy |
132,795
+3,067
| +2% | +$113K | 0.03% | 381 |
|
|
2021
Q4 | $4.69M | Sell |
129,728
-9,938
| -7% | -$347K | 0.03% | 376 |
|
|
2021
Q3 | $4.61M | Buy |
139,666
+134,890
| +2,824% | +$4.04M | 0.04% | 337 |
|
|
2021
Q2 | $154K | Buy |
4,776
+1,913
| +67% | +$64.4K | ﹤0.01% | 1707 |
|
|
2021
Q1 | $98K | Buy |
2,863
+2,127
| +289% | +$69.9K | ﹤0.01% | 1965 |
|
|
2020
Q4 | $21K | Buy |
736
+103
| +16% | +$2.43K | ﹤0.01% | 2236 |
|
|
2020
Q3 | $11K | Buy |
633
+3
| +0.5% | +$54 | ﹤0.01% | 2252 |
|
|
2020
Q2 | $12K | Buy |
+630
| New | +$12.1K | ﹤0.01% | 2130 |
|
|
2019
Q4 | – | Sell |
-361
| Closed | -$10K | – | 1849 |
|
|
2019
Q3 | $10K | Buy |
361
+18
| +5% | +$494 | ﹤0.01% | 1512 |
|
|
2019
Q2 | $10K | Buy |
+343
| New | +$9.37K | ﹤0.01% | 1507 |
|
|
2019
Q1 | – | Sell |
-787
| Closed | -$20.4K | – | 1902 |
|
|
2018
Q4 | $17K | Hold |
787
| – | – | ﹤0.01% | 1074 |
|
|
2018
Q3 | $22K | Hold |
787
| – | – | ﹤0.01% | 976 |
|
|
2018
Q2 | $24K | Buy |
+787
| New | +$25.6K | ﹤0.01% | 899 |
|
Other funds holding UCB
CAPTRUST Financial Advisors's UCB Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its United Community Banks (UCB) stake by 4.8% in Q2 2026, buying an estimated $68.6K and bringing the position to 45,084 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1464.
CAPTRUST Financial Advisors first reported a position in UCB in Q2 2018 and has held it in 30 quarters since. The position peaked at $6.07M in Q4 2024. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.
- CAPTRUST Financial Advisors held 45,084 shares of United Community Banks worth $1.58M as of Q2 2026.
- CAPTRUST Financial Advisors bought 2,052 United Community Banks shares in Q2 2026, an estimated $68.6K.
- United Community Banks made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1464 holding.
- CAPTRUST Financial Advisors first reported a position in United Community Banks in Q2 2018 and has held it in 30 quarters since.
- CAPTRUST Financial Advisors's United Community Banks position peaked at $6.07M in Q4 2024.
- 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.