DPW
UCB

DiNuzzo Private Wealth’s United Community Banks UCB Stock Holding History

DiNuzzo Private 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 		$702 Hold
20
– – ﹤0.01% 1001
2026
Q1 		$630 Hold
20
– – ﹤0.01% 1015
2025
Q4 		$625 Hold
20
– – ﹤0.01% 1019
2025
Q3 		$668 Hold
20
– – ﹤0.01% 1012
2025
Q2 		$596 Buy
20
+2
+11% +$56 ﹤0.01% 1023
2025
Q1 		$507 Buy
18
+1
+6% +$31 ﹤0.01% 1040
2024
Q4 		$550 Buy
17
+2
+13% +$62 ﹤0.01% 1052
2024
Q3 		$437 Hold
15
– – ﹤0.01% 1140
2024
Q2 		$382 Buy
15
+3
+25% +$77 ﹤0.01% 1124
2024
Q1 		$316 Buy
12
+1
+9% +$27 ﹤0.01% 1114
2023
Q4 		$322 Buy
+11
New +$281 ﹤0.01% 1109

Other funds holding UCB

EIA
Eastover Investment Advisors Charlotte, North Carolina $254M AUM 26.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return