Carson Wealth (CWM LLC)
UCB

Carson Wealth (CWM LLC)’s United Community Banks UCB Stock Holding History

Carson Wealth (CWM LLC)’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 		$448K Buy
14,235
+1,424
+11% +$46.9K ﹤0.01% 2096
2025
Q4 		$400K Buy
12,811
+1,018
+9% +$31.4K ﹤0.01% 2061
2025
Q3 		$370K Buy
11,793
+1,694
+17% +$53.6K ﹤0.01% 1969
2025
Q2 		$301K Buy
10,099
+7,896
+358% +$219K ﹤0.01% 1869
2025
Q1 		$62K Buy
2,203
+373
+20% +$11.7K ﹤0.01% 2802
2024
Q4 		$59K Buy
1,830
+183
+11% +$5.69K ﹤0.01% 2683
2024
Q3 		$48K Buy
1,647
+386
+31% +$11.1K ﹤0.01% 2729
2024
Q2 		$32K Buy
1,261
+210
+20% +$5.36K ﹤0.01% 2798
2024
Q1 		$28K Buy
1,051
+147
+16% +$3.97K ﹤0.01% 2689
2023
Q4 		$26K Buy
904
+75
+9% +$1.92K ﹤0.01% 2614
2023
Q3 		$21K Buy
829
+29
+4% +$786 ﹤0.01% 2669
2023
Q2 		$20K Sell
800
-56
-7% -$1.39K ﹤0.01% 2653
2023
Q1 		$24K Sell
856
-220
-20% -$6.95K ﹤0.01% 2386
2022
Q4 		$36K Buy
1,076
+173
+19% +$6.28K ﹤0.01% 1964
2022
Q3 		$30K Buy
903
+176
+24% +$5.85K ﹤0.01% 1972
2022
Q2 		$22K Buy
727
+276
+61% +$8.49K ﹤0.01% 2065
2022
Q1 		$16K Buy
451
+323
+252% +$11.9K ﹤0.01% 2234
2021
Q4 		$5K Buy
+128
New +$4.47K ﹤0.01% 2776
2021
Q2 		$4K Hold
128
– – ﹤0.01% 2483
2021
Q1 		$4K Hold
128
– – ﹤0.01% 2483
2020
Q4 		$4K Hold
128
– – ﹤0.01% 2481
2020
Q3 		$4K Hold
128
– – ﹤0.01% 2481
2020
Q2 		$4K Hold
128
– – ﹤0.01% 2481
2020
Q1 		$4K Hold
128
– – ﹤0.01% 2481
2019
Q4 		$4K Hold
128
– – ﹤0.01% 2479
2019
Q3 		$4K Hold
128
– – ﹤0.01% 2479
2019
Q2 		$4K Hold
128
– – ﹤0.01% 2478
2019
Q1 		$4K Buy
+128
New +$3.32K ﹤0.01% 2474

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UCB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its United Community Banks (UCB) stake by 11% in Q1 2026, buying an estimated $46.9K and bringing the position to 14,235 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Carson Wealth (CWM LLC) first reported a position in UCB in Q1 2019 and has held it in 28 quarters since. 354 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,235 shares of United Community Banks worth $448K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,424 United Community Banks shares in Q1 2026, an estimated $46.9K.
  • United Community Banks made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2096 holding.
  • Carson Wealth (CWM LLC) first reported a position in United Community Banks in Q1 2019 and has held it in 28 quarters since.
  • 354 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.