Creative Planning’s United Community Banks UCB Stock Holding History

Creative Planning’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	$266K	Buy	+7,591	New	+$254K	﹤0.01%	3667
2023 Q2	–	Sell	-12,998	Closed	-$365K	–	2865
2023 Q1	$365K	Buy	+12,998	New	+$411K	﹤0.01%	1669
2022 Q1	–	Sell	-5,764	Closed	-$207K	–	2454
2021 Q4	$207K	Buy	+5,764	New	+$201K	﹤0.01%	1852
2015 Q4	–	Sell	-800	Closed	-$16K	–	4609
2015 Q3	$16K	Buy	+800	New	+$16.4K	﹤0.01%	2914
2015 Q2	–	Sell	-800	Closed	-$15K	–	3095
2015 Q1	$15K	Hold	800	–	–	﹤0.01%	2941
2014 Q4	$15K	Hold	800	–	–	﹤0.01%	2874
2014 Q3	$13K	Hold	800	–	–	﹤0.01%	2808
2014 Q2	$13K	Hold	800	–	–	﹤0.01%	2750
2014 Q1	$16K	Buy	+800	New	+$14.2K	﹤0.01%	2523

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

Creative Planning's UCB Position: Q2 2026 in Review

Creative Planning opened a new position in United Community Banks (UCB) in Q2 2026: 7,591 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #3667 among its holdings. This is a return to the name: Creative Planning previously reported a position in UCB as recently as Q1 2023.

Creative Planning first reported a position in UCB in Q1 2014 and has held it in 9 quarters since. The position peaked at $365K in Q1 2023. 373 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

Creative Planning held 7,591 shares of United Community Banks worth $266K as of Q2 2026.
United Community Banks was a new Creative Planning position in Q2 2026.
United Community Banks made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3667 holding.
Creative Planning first reported a position in United Community Banks in Q1 2014 and has held it in 9 quarters since.
Creative Planning's United Community Banks position peaked at $365K in Q1 2023.
373 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.