CI
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CX Institutional’s United Community Banks UCB Stock Holding History

CX Institutional’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
Q3 		$2K Hold
64
– – ﹤0.01% 1589
2026
Q2 		$2K Hold
64
– – ﹤0.01% 1495
2026
Q1 		$2K Hold
64
– – ﹤0.01% 1472
2025
Q4 		$2K Buy
+64
New +$1.98K ﹤0.01% 1412

Other funds holding UCB

EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

CX Institutional's UCB Position: Q3 2026 in Review

CX Institutional held its United Community Banks (UCB) position steady in Q3 2026 at 64 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

CX Institutional first reported a position in UCB in Q4 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold UCB as of Q3 2026.

  • CX Institutional held 64 shares of United Community Banks worth $2K as of Q3 2026.
  • CX Institutional left its United Community Banks share count unchanged in Q3 2026.
  • United Community Banks made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1589 holding.
  • CX Institutional first reported a position in United Community Banks in Q4 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held United Community Banks as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.