CFO
UCB

CVA Family Office’s United Community Banks UCB Stock Holding History

CVA Family Office’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 		$6.28K Buy
179
+19
+12% +$635 ﹤0.01% 1187
2026
Q1 		$5.04K Buy
+160
New +$5.27K ﹤0.01% 1238

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

CVA Family Office's UCB Position: Q2 2026 in Review

CVA Family Office increased its United Community Banks (UCB) stake by 12% in Q2 2026, buying an estimated $635 and bringing the position to 179 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

CVA Family Office first reported a position in UCB in Q1 2026 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • CVA Family Office held 179 shares of United Community Banks worth $6.28K as of Q2 2026.
  • CVA Family Office bought 19 United Community Banks shares in Q2 2026, an estimated $635.
  • United Community Banks made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1187 holding.
  • CVA Family Office first reported a position in United Community Banks in Q1 2026 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.