Clearstead Advisors’s United Community Banks UCB Stock Holding History

Clearstead Advisors’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	$2.84K	Buy	+81	New	+$2.71K	﹤0.01%	2354
2025 Q4	–	Sell	-5	Closed	-$157	–	3318
2025 Q3	$157	Sell	5 -7,665	-100%	-$242K	﹤0.01%	2887
2025 Q2	$228K	Hold	7,670	–	–	﹤0.01%	858
2025 Q1	$216K	Hold	7,670	–	–	﹤0.01%	810
2024 Q4	$248K	Hold	7,670	–	–	﹤0.01%	790
2024 Q3	$223K	Hold	7,670	–	–	﹤0.01%	824
2024 Q2	$195K	Buy	+7,670	New	+$196K	﹤0.01%	827

Other funds holding UCB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors's UCB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in United Community Banks (UCB) in Q2 2026: 81 shares worth $2.84K. The stake represents ﹤0.01% of the portfolio and ranks #2354 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UCB as recently as Q3 2025.

Clearstead Advisors first reported a position in UCB in Q2 2024 and has held it in 7 quarters since. The position peaked at $248K in Q4 2024. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Clearstead Advisors held 81 shares of United Community Banks worth $2.84K as of Q2 2026.
United Community Banks was a new Clearstead Advisors position in Q2 2026.
United Community Banks made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2354 holding.
Clearstead Advisors first reported a position in United Community Banks in Q2 2024 and has held it in 7 quarters since.
Clearstead Advisors's United Community Banks position peaked at $248K in Q4 2024.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.