Equitable Trust’s United Community Banks UCB Stock Holding History

Equitable Trust’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	$242K	Hold	7,255	–	–	0.01%	420
2026 Q2	$255K	Hold	7,255	–	–	0.01%	420
2026 Q1	$228K	Hold	7,255	–	–	0.01%	440
2025 Q4	$227K	Hold	7,255	–	–	0.01%	418
2025 Q3	$227K	Hold	7,255	–	–	0.01%	421
2025 Q2	$216K	Hold	7,255	–	–	0.01%	419
2025 Q1	$204K	Hold	7,255	–	–	0.01%	455
2024 Q4	$234K	Hold	7,255	–	–	0.01%	444
2024 Q3	$211K	Buy	+7,255	New	+$208K	0.01%	434
2024 Q1	–	Sell	-7,255	Closed	-$212K	–	432
2023 Q4	$212K	Buy	+7,255	New	+$185K	0.02%	388
2023 Q3	–	Sell	-9,470	Closed	-$237K	–	415
2023 Q2	$237K	Hold	9,470	–	–	0.02%	369
2023 Q1	$266K	Hold	9,470	–	–	0.02%	353
2022 Q4	$320K	Hold	9,470	–	–	0.03%	326
2022 Q3	$313K	Buy	9,470 +2,215	+31%	+$73.6K	0.03%	303
2022 Q2	$219K	Hold	7,255	–	–	0.02%	366
2022 Q1	$252K	Buy	+7,255	New	+$267K	0.02%	358

Other funds holding UCB

EIA

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

FLI

Family Legacy Inc Greenville, South Carolina $363M AUM 22.81% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CPL

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Equitable Trust's UCB Position: Q3 2026 in Review

Equitable Trust held its United Community Banks (UCB) position steady in Q3 2026 at 7,255 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #420.

Equitable Trust first reported a position in UCB in Q1 2022 and has held it in 16 quarters since. The position peaked at $320K in Q4 2022. 42 funds tracked by Wall St. Rank hold UCB as of Q3 2026.

Equitable Trust held 7,255 shares of United Community Banks worth $242K as of Q3 2026.
Equitable Trust left its United Community Banks share count unchanged in Q3 2026.
United Community Banks made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #420 holding.
Equitable Trust first reported a position in United Community Banks in Q1 2022 and has held it in 16 quarters since.
Equitable Trust's United Community Banks position peaked at $320K in Q4 2022.
42 funds tracked by Wall St. Rank held United Community Banks as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.