CTA
UCB

Colonial Trust Advisors’s United Community Banks UCB Stock Holding History

Colonial Trust 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
Q1 		– Sell
-27
Closed -$836 – 759
2025
Q4 		$836 Buy
+27
New +$834 ﹤0.01% 664
2024
Q3 		– Sell
-271
Closed -$6.9K – 778
2024
Q2 		$6.9K Hold
271
– – ﹤0.01% 568
2024
Q1 		$7.13K Hold
271
– – ﹤0.01% 652
2023
Q4 		$7.93K Hold
271
– – ﹤0.01% 535
2023
Q3 		$6.89K Hold
271
– – ﹤0.01% 561
2023
Q2 		$6.77K Hold
271
– – ﹤0.01% 579
2023
Q1 		$7.62K Hold
271
– – ﹤0.01% 562
2022
Q4 		$9.16K Buy
+271
New +$9.83K ﹤0.01% 530

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Colonial Trust Advisors's UCB Position: Q1 2026 in Review

Colonial Trust Advisors sold out of United Community Banks (UCB) in Q1 2026, closing a stake of 27 shares — an estimated $836 sold.

Colonial Trust Advisors first reported a position in UCB in Q4 2022 and held it in 8 quarters. The position peaked at $9.16K in Q4 2022. 354 funds tracked by Wall St. Rank hold UCB as of Q1 2026.

  • Colonial Trust Advisors reported no remaining United Community Banks position as of Q1 2026 after selling out during the quarter.
  • Colonial Trust Advisors sold 27 United Community Banks shares in Q1 2026, an estimated $836.
  • Colonial Trust Advisors first reported a position in United Community Banks in Q4 2022 and held it in 8 quarters.
  • Colonial Trust Advisors's United Community Banks position peaked at $9.16K in Q4 2022.
  • 354 funds tracked by Wall St. Rank held United Community Banks as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.