CW
UCB

Curio Wealth’s United Community Banks UCB Stock Holding History

Curio Wealth’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 		– Sell
-2
Closed -$63 – 1213
2026
Q1 		$63 Buy
+2
New +$66 ﹤0.01% 1089

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Curio Wealth's UCB Position: Q2 2026 in Review

Curio Wealth sold out of United Community Banks (UCB) in Q2 2026, closing a stake of 2 shares — an estimated $63 sold.

Curio Wealth first reported a position in UCB in Q1 2026 and held it in 1 quarter. The position peaked at $63 in Q1 2026. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • Curio Wealth reported no remaining United Community Banks position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 2 United Community Banks shares in Q2 2026, an estimated $63.
  • Curio Wealth first reported a position in United Community Banks in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's United Community Banks position peaked at $63 in Q1 2026.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.