Colonial Trust’s United Community Banks UCB Stock Holding History

Colonial Trust’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	$10.2K	Hold	292	–	–	﹤0.01%	764
2026 Q1	$9.2K	Hold	292	–	–	﹤0.01%	776
2025 Q4	$9.12K	Hold	292	–	–	﹤0.01%	771
2025 Q3	$9.15K	Sell	292 -308	-51%	-$9.74K	﹤0.01%	759
2025 Q2	$17.9K	Hold	600	–	–	﹤0.01%	694
2025 Q1	$16.9K	Hold	600	–	–	﹤0.01%	707
2024 Q4	$19.4K	Hold	600	–	–	﹤0.01%	811
2024 Q3	$17.4K	Hold	600	–	–	﹤0.01%	743
2024 Q2	$15.3K	Hold	600	–	–	﹤0.01%	716
2024 Q1	$15.8K	Hold	600	–	–	﹤0.01%	692
2023 Q4	$17.6K	Hold	600	–	–	﹤0.01%	650
2023 Q3	$15.2K	Hold	600	–	–	﹤0.01%	643
2023 Q2	$15K	Sell	600 -253	-30%	-$6.28K	﹤0.01%	637
2023 Q1	$24K	Hold	853	–	–	0.01%	556
2022 Q4	$28.8K	Buy	+853	New	+$31K	0.01%	521

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

Colonial Trust's UCB Position: Q2 2026 in Review

Colonial Trust held its United Community Banks (UCB) position steady in Q2 2026 at 292 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Colonial Trust first reported a position in UCB in Q4 2022 and has held it in 15 quarters since. The position peaked at $28.8K in Q4 2022. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Colonial Trust held 292 shares of United Community Banks worth $10.2K as of Q2 2026.
Colonial Trust left its United Community Banks share count unchanged in Q2 2026.
United Community Banks made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #764 holding.
Colonial Trust first reported a position in United Community Banks in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's United Community Banks position peaked at $28.8K in Q4 2022.
372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.