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

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

DiNuzzo Private Wealth's UCB Position: Q2 2026 in Review

DiNuzzo Private Wealth held its United Community Banks (UCB) position steady in Q2 2026 at 20 shares worth $702. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

DiNuzzo Private Wealth first reported a position in UCB in Q4 2023 and has held it in 11 quarters since. 372 funds tracked by Wall St. Rank hold UCB as of Q2 2026.

  • DiNuzzo Private Wealth held 20 shares of United Community Banks worth $702 as of Q2 2026.
  • DiNuzzo Private Wealth left its United Community Banks share count unchanged in Q2 2026.
  • United Community Banks made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1001 holding.
  • DiNuzzo Private Wealth first reported a position in United Community Banks in Q4 2023 and has held it in 11 quarters since.
  • 372 funds tracked by Wall St. Rank held United Community Banks as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.